Portrait of Austin Roberts

Austin Roberts CFP®, AWMA™

Wealth Planner

Based in Walnut Creek, Austin helps executives, business owners, retirees, and families with complex financial lives coordinate retirement, taxes, investments, estate planning, and liquidity planning.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

Who Austin Typically Helps

Professionals and executives with equity compensation, business owners, pre-retirees and retirees, individuals with concentrated stock positions, multigenerational families, and clients whose investment, tax, estate, and other financial decisions require thoughtful coordination.

Serving Clients in

Walnut Creek • Santa Barbara • San Francisco • Communities throughout the Western United States

Available nationwide through virtual meetings

Questions Austin Helps Answer

  • How can I prepare for retirement and create a sustainable income strategy?
  • How can I manage concentrated stock or equity compensation in a tax-efficient manner?
  • How can I fund a major purchase or other liquidity need without disrupting my broader financial plan?
  • How should I navigate an inheritance or the financial decisions that follow the loss of a spouse?
  • How can I coordinate my charitable giving, legacy goals, and estate plan?

What Clients Say

As a Wealth Planner 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.

—Austin Roberts, Wealth Planner

Austin’s Frequently Asked Questions

Education is central to Austin’s approach. He begins by listening carefully to understand each client’s goals, concerns, family dynamics, and definition of financial success. Austin then organizes the different areas of their financial life, identifies the most important decisions, and explains the available options and tradeoffs in plain language. Clients can expect clear next steps, responsive communication, collaboration with their advisory team, and coordination with their tax, legal, and other professional partners. As clients’ goals and circumstances evolve, Austin helps ensure their financial plan continues to evolve with them.

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 Certified Financial Planner®, 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.

Connect with us

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

Request an introduction.

Request an introduction.

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Request an Introduction
to Austin Roberts

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Austin and Mission Wealth may be the right fit to support your life and financial goals.