Austin Beard, CFP®
Austin joined EP Wealth Advisors in 2021 and focuses on helping people meet their personal financial goals through strategic financial planning and investing. Austin is excited to help clients make sound, educated financial decisions to set themselves up for both their everyday lives and their retirement dreams.
Prior to joining EP Wealth, Austin was a tax associate at Cook Martin Poulson, PC.
Austin holds a M.Acc., Accounting and a B.A., Accounting from Utah State University. He also has earned the designation as a Certified Financial Planner™.
When he’s not in the office, you may find Austin enjoying the serenity of a golf course, wake surfing behind a boat on a local lake, or hiking trails. Austin and his wife Jordan, whom he identifies as “definitely my better half,” are self-described “foodies” who love exploring new cuisine and dining locations.
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