Austin Warren, MBA
Senior Client Relationship Associate
Philadelphia-Exton, Pennsylvania
Philadelphia-Exton, Pennsylvania Office
-
Austin enjoys helping people achieve their greater purpose—the goals that are near and dear to their hearts—by gaining the freedom that’s possible through sound financial management.
-
Austin began his involvement in the financial services industry more than half a decade before he joined EP Wealth Advisors in 2022. Austin previously served as a Financial Analyst at Warren Financial, before it became part of the EP Wealth family. Prior to that he was an Operations Specialist at Vanguard.
-
Austin is a graduate of University of Mississippi, earning an MBA, and also Messiah University, earning a B.S. in Business Administration with a concentration in Finance.
-
A college tennis player while he was working on his undergraduate degree, Austin loves to get out on the courts whenever he can. Austin enjoys active outdoor activities of almost any kind, whether that be playing sports, hiking, exercising, or going on walks. Spending quality time with relatives and friends is a high priority for him as well. Passionate about family, he hopes someday to start his own. He adds that, while he was born outside Philadelphia, he’s actually a huge Pittsburgh Steelers fan. “Go Steelers!”
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
CERTIFIED FINANCIAL PLANNER(TM) professionals like EP Wealth Advisors’ Pete Fry and Levi Anderson...
As a small business owner, you have likely already gotten into the habit of wearing many hats....