What Clients are Saying
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.
From Marissa Castillo...
John has exceptional financial knowledge and professional integrity. His clear concise verbal communication is immeasurable as my portfolio advisor. John's honest commitment shows as he aligns my financial portfolio goals to my needs. Thank you John for your attention to my goals and unfailing accuracy and decency for over the past 10 years.
The statement was provided 3/4/2023 by Marissa Castillo, who is a client. 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.
From DJ and Jeff...
For our Investments and Financial Planning we have worked with Bill Austin at Pacific Crest Wealth Planning for years. Sometimes you are not aware of what is possible financially, until Bill maps out some available options for you. He has 20+ years of experience and the knowledge to help you reach your financial goals.
The statement was provided 2/6/2023 by DJ and Jeff 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.
From Jackie...
Thank you so much for all of your sound advice, information and support especially during these very trying times. Whenever I speak with you I feel better and more at ease about my financial /retirement future. I look forward to our continued working together. Again, Thank you!
The statement was provided 2/2/2023 by Jackie who is a Client. 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.
From William H...
Bill started earning our trust from day one, listening to what Jody and I wanted to leave to our 7 children and their families. As he listened the trust grew, now 14+ years later. Education driven, Bill and I synced awesomely. His knowledge and commitment to continuing education allows Jody and I to be assured we are being represented by a professional who cares for our dreams. Bill is a good man that I would recommend to friends and family who were looking for financial investment direction.
The statement was provided 2/6/2023 by William H. who is a Client. 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.
From Joanne M...
I have been working with Bill as my financial advisor since 2009. When we started I had no idea how to invest money, if or when I would ever be able to retire or how to plan to financially live within my means to secure an independent future. Over the ensuing years Bill has taught me so much. Aside from the fact that I know he takes the most thoughtful care of my money possible, he has always made himself available to talk when life has required me to adjust my plan. He always talks me through any anxieties I am having about unexpected expenses by recalculating my plan with the new information to show me exactly where I stand financially. It has been invaluable to me! I am so fortunate to have found him both as an advisor and as a friend who listens carefully to my concerns and gives me such good advice. I hope we have many years ahead of working together because I don't know what I would do without him.
The statement was provided 1/21/23 by Joanne M. who is a client. 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.