Austin Roberts - Wealth Advisor Associate

Austin Roberts

In by Mission Wealth

Austin Roberts, Wealth Advisor Associate

Austin Roberts

AWMA™

Senior Wealth Advisor Associate

Santa Barbara, CA

(805) 335-1374

CONTACT AUSTIN

"Realizing the profound impact I can have on a client's financial well-being ignited a passion for wealth management within me."

As a Senior Wealth Advisor Associate at Mission Wealth, Austin Roberts collaborates closely with his team to provide comprehensive financial planning services to clients in the Santa Barbara area. His responsibilities include conducting thorough analyses of client data, crafting personalized financial plans, and supporting wealth management reviews and year-end reporting. By leveraging his expertise and understanding of the financial landscape, Austin plays a critical role in helping Mission Wealth's clients achieve their financial goals.

"Realizing the profound impact I can have on a client's financial well-being ignited a passion for wealth management within me."

As a Senior Wealth Advisor Associate at Mission Wealth, Austin Roberts collaborates closely with his team to provide comprehensive financial planning services to clients in the Santa Barbara area. His responsibilities include conducting thorough analyses of client data, crafting personalized financial plans, and supporting wealth management reviews and year-end reporting. By leveraging his expertise and understanding of the financial landscape, Austin plays a critical role in helping Mission Wealth's clients achieve their financial goals.

Learn About Austin Roberts

Professional Background

Austin Roberts was born and raised in Santa Barbara, California, and attended the University of California, Santa Barbara, where he graduated with a Bachelor's Degree in Economics and Accounting. Austin first joined Mission Wealth as an Advisory Intern in his junior year of college, before joining full-time as a Wealth Advisor Associate.

He holds the Accredited Wealth Management Advisor™ and Series 65 designations.

Personal Pursuits

Being a Santa Barbara native, Austin enjoys watching and participating in outdoor sports and playing with his two dogs.

Community Impact

Throughout his life, Austin has volunteered with Direct Relief, Dream Foundation, Safety Town, and the Santa Barbara Zoo. Austin also assisted in running CyberTutorial, a committee that pairs high school students with underprivileged elementary school students for tutoring.

Mission Wealth Volunteering (1)

Hear Directly From Mission Wealth Clients

Jim S. (00797508 9/25)

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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