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Austin Heberger Partner, ACP Financial Advisor, RJFS

Austin focuses on serving multigenerational families that have come to count on his extensive financial industry knowledge and experience, accumulated over a notable career spanning more than 30 years.

Whether he’s helping young families ensure their children’s educational future or helping business owners manage their resources to stabilize their retirement plan or transitioning the ownership of their business, Austin is here to help with prudent financial guidance. Other clients are nearing or in retirement and want to make sure they maximize those years. Whatever your goals, Austin is dedicated to charting a clear path toward those objectives.

Austin not only manages clients’ portfolios but also advises them on many other aspects of their lives. “Most clients ask us for advice and guidance on issues that have little to nothing to do with our normal day-to-day activities,” Austin says. “And we are glad to help.”

Austin knows his clients and their families personally and what’s important to them. He derives great satisfaction in seeing them enjoying their lives to the fullest and helping them leverage their financial resources to seek a comfortable future.

His clients appreciate that he conducts himself by being open, honest and straightforward. “They don’t have to guess where I might stand on an issue,” Austin says. “I have never found value in stringing anyone along or allowing someone to have unrealistic expectations.”

Austin moved his financial practice and team to Raymond James in 2019. “I wanted to be with a firm that had a reputation for caring about its clients and associates,” Austin says. “I wanted to be independent so I could do what I felt was right for my clients without sales agendas or product sales goals. Raymond James was the place.”

Previously in his career, Austin was a senior vice president of investments, financial advisor and assistant branch manager at Wells Fargo Advisors in Pasadena, California. Earlier, he was a senior retirement plan consultant, investment management specialist and financial advisor at Smith Barney. He began his career in 1992 at GT Global Mutual Funds in San Francisco, where he was a client service representative and internal marketing consultant. He is a graduate of the University of Southern California and holds a bachelor’s degree in international relations.

“My dad was a financial advisor, and that exposed me to the world of finance at a young age,” Austin says. “When I graduated from college, I didn’t know what I wanted to do, but I knew I wanted to be my own boss and have the ability to work with people I liked and truly cared about.”

Austin was born and raised in Glendale, California, and now lives in Pasadena with his wife, Jenifer (who works with him). Between the two of them, they have six children, Austin, Aidan, Alec, Mason, Christian and Hayden. In his free time, Austin enjoys playing golf with his family. For more than 25 years, he has coached youth sports, including football, baseball, basketball, lacrosse and soccer.

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