Austen Harrison, Cfp® Email and Phone Number
Austen Harrison, Cfp® work email
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Austen Harrison, Cfp® personal email
Austen earned his Bachelor of Science degree in Business Administration with a focus in Finance and Asset Management and a minor in Economics from Ashland University. In his time at Ashland University, Austen started linebacker for the varsity football team and helped lead the Eagles to an undefeated conference championship. Austen interned at a financial planning firm in his hometown of Granville, Ohio and joined the Summit team upon graduating.Austen earned his CERTIFIED FINANCIAL PLANNER™ certification in 2016 and is a member of the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), and Columbus Estate Planning Council. He attends various conferences focused on wealth management and enjoys public speaking on financial planning and personal finance topics. He has given educational presentations to non-profits, community foundations, professional organizations, colleges, and small businesses.In addition to Austen’s lead advisor responsibilities, he is an active member on Summit’s Wealth Management Committee, where he chairs the Estate Planning sub-committee. He also provides research and support for implementation of tax and retirement planning ideas. Austen specializes in building comprehensive financial plans, retirement cash flow management and executive compensation.Austen currently resides in Westerville, Ohio, where he enjoys traveling and finding new places to mountain bike with his wife, Vogue. He also enjoys spending time with his brothers and sisters in Christ, playing guitar, and competing in Spartan Races.
Summit Financial Strategies, Inc.
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Partner/Senior Financial AdvisorSummit Financial Strategies, Inc. Jan 2024 - PresentColumbus, Ohio, UsAt Summit Financial Strategies, we map futures, retirements, and legacies. We are a FIDUCIARY—and an Independent Investment Advisory Firm. We aren’t beholden to any family of funds or investment products.We are a FEE-ONLY FIRM. We don’t receive any commissions or kickbacks from funds our clients invest in or products you use. And we don’t have any performance-based fees built in.What we get to do for you is weighty. A privilege we embrace.●Wealth management●Retirement planning●Investment management●Executive compensation (stock options, restricted stock, company stock in 401k, ...)●Tax planning●Insurance planning●Estate planning●College funding, and tax advantagesSecurities and Exchange Commission regulations generally prohibit investment advisors from publishing client testimonials or anything that would be construed as an endorsement from a client. Therefore, I cannot accept or post endorsements or recommendations on LinkedIn. -
Financial AdvisorSummit Financial Strategies, Inc. Jan 2020 - Dec 2023Columbus, Ohio, Us -
Associate Financial AdvisorSummit Financial Strategies, Inc. Jan 2019 - Dec 2019Columbus, Ohio, Us -
Staff Financial AdvisorSummit Financial Strategies, Inc. May 2015 - Dec 2018Columbus, Ohio, Us -
ParaplannerSummit Financial Strategies, Inc. May 2014 - May 2015Columbus, Ohio, Us -
InternLegacy Strategies Llc May 2013 - Aug 2013
Austen Harrison, Cfp® Education Details
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Ashland UniversityFinance- Asset Management Track
Frequently Asked Questions about Austen Harrison, Cfp®
What company does Austen Harrison, Cfp® work for?
Austen Harrison, Cfp® works for Summit Financial Strategies, Inc.
What is Austen Harrison, Cfp®'s role at the current company?
Austen Harrison, Cfp®'s current role is Partner/Senior Financial Advisor at Summit Financial Strategies, Inc..
What is Austen Harrison, Cfp®'s email address?
Austen Harrison, Cfp®'s email address is au****@****fin.com
What schools did Austen Harrison, Cfp® attend?
Austen Harrison, Cfp® attended Ashland University.
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