Austin Seifert, CFP®, CPWA®, RMA®

Vice President, Advisor

Scottsdale, Arizona

Contact Austin

He works with high-net-worth individuals and families to deliver comprehensive planning and advanced wealth strategies. His work integrates investment management, retirement income planning, tax awareness, and estate coordination.
He has seven years of advisory experience. He completed his CFP® education through Boston University and advanced private wealth training through Yale School of Management’s executive program.
He takes an analytical, disciplined, and collaborative approach. He helps clients evaluate trade-offs, builds tax-aware planning strategies, and reviews progress regularly to support durable long-term results.
Family is at the center of everything Austin does. He values spending quality time with his wife and their son and daughter, whether that means date nights, family trips, or attending local events together. Creating meaningful experiences and being fully present with the people closest to him is something he prioritizes and genuinely enjoys.