Bill Austin, MSFP, CFP®, BFA™

Bill Austin, MSFP, CFP®, BFA™

Wealth Planner

From Priscilla & Tom M...

"Bill Austin has been my husband's and my financial advisor for several years now and we have been extremely pleased with his service. We've always believed it best to invest consistently, as much as we can, and not worry about month-to-month market fluctuations. Bill has always encouraged this strategy and it has certainly paid off for us. We feel very confident in Bill's knowledge and advice. He is extremely data-driven and explains, in great detail, everything we need to know to make a sound financial plan for our future. We aren't at all experts in the intricacies of investing, but Bill's graphs make the data very clear and interesting. I especially appreciate the historical perspective that Bill always offers. His enthusiasm for his field is very evident! My husband and I enjoy a great deal of peace of mind, knowing that our financial future is in such expert hands. We would highly recommend Bill Austin to anyone needing a Certified Financial Planner."

The statement was provided 1/14/2023 by Priscilla and Tom M, who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

“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, 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.”

Bill Austin, MSFP, CFP®, BFA™, has been a resident of the Tahoe area since 1984 and in the financial planning industry since 2000. He and his wife, Diane, have a son, Drew, who is a general engineering major at Cal Poly, and a daughter, Chelsea, who graduated from Cal Poly with a major in business, focusing on marketing, and a minor in psychology. In his free time, Bill enjoys alpine and Nordic skiing, mountain biking, golf, disc golf, and hiking.

Bill’s community involvements include Tahoe Truckee Community Foundation board member, which includes currently serving as chair on the investment committee and liaison to the Mt. Housing Council. Prior involvements include Excellence in Education Foundation board member and past president from 2009 to 2022, the Truckee River Watershed Council’s Sustainable Funding Team from 2017 to 2019, and Tahoe Women’s Services/Tahoe SAFE Alliance Finance Committee from 2001 to 2016.

Education and Qualifications:

Ethics:

  • Advisors with the (CFP®) credential meet rigorous education and experience requirements, and they are held to the highest ethical and professional standards in the industry.
  • As a CFP® professional, I am bound by a fiduciary duty, which means my client’s best interests are ALWAYS placed first.
  • I agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.

William Austin is proud to have been recognized three times as a Founder’s Club advisor in years 2021, 2022, and most recently 2023—a distinction based on annual production that places him among the top advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founder’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.