Financial Planner, Investment Advisor Representative
Austin joined Team Howarth in 2020 after graduating from the University of Rhode Island with a degree in finance. As a Financial Planner, Austin services the financial needs of individuals and businesses while looking to build long-term relationships.
He collaborates with his clients to determine their financial goals and navigates through each of the six areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning.
When the analysis is complete, Austin identifies solutions for specific needs and potentially, builds and implements a financial plan that can help put his clients in the best position to succeed.