MSFP, CFP®, BFA™
Bill Austin, MSFP, CFP®, BFA™, has been a resident of the Tahoe area since 1984 and in the financial planning industry for almost 20 years, since 2000. He and his wife, Diane, have a son, Drew, who is a fourth-year general engineering major at Cal Poly in San Luis Obispo, and a daughter, Chelsea, who is in her second year, also at Cal Poly, majoring in business.
Bill is a board member and past president of the Excellence in Education Foundation and an Investment Committee member of the Tahoe Truckee Community Foundation.
In his free time, Bill enjoys skiing, mountain biking, golf, hiking, and slow runs through the woods after work.
“When I decided to become a financial advisor, I committed myself to a high level of professional development. I feel, if a client chooses to entrust me with their money and financial well-being, I owe it to them to be professionally prepared. My mission is to empower our clients to achieve their goals by obtaining clarity and control in their financial lives.”
Veronica Avila, our client service manager, joined Pacific Crest Wealth Planning in 2018. Veronica is a California notary public. She is bilingual (Spanish/English), offering exemplary service to both English- and Spanish-speaking customers. She has more than a decade’s worth of experience in both customer service and vendor relationship management. Veronica has a reputation for her dedication and attention to detail. Veronica is also a true “Truckee Native.” Her family moved to Truckee in 1972, and both Veronica and her daughter were born and raised in Truckee. Her daughter, Alyssa, is 20 years old. They enjoy listening to music and going to concerts together and love spending time on Donner Lake during the summer.