Always easy to work with Austin.
Austin Roberts CFP®, AWMA™
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
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?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
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’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.
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 Roberts and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
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