Austin Braun, CFP®

Financial Advisor

Austin Braun is a Financial Advisor at Keiron Partners. When it comes to clients his goal with his clients is simple. Help them understand their current resources in place, help them determine what their long-term goals are, and put a process in place to try to get them there.

His educational background, the CERTIFIED FINANCIAL PLANNER curriculum and the numerous firm resources available through Raymond James Financial Services allow him to consult on and review various financial issues including wealth accumulation, retirement planning, tax planning, insurance planning and non-qualified plans.

A resident of College Park Austin remains very active in the community. Austin spends his time out of the office with his wife and best friend Michelle. He enjoys traveling, reading, and the outdoors.

EDUCATION & CERTIFICATIONS

  • University of Central Florida Bachelor of Science, Finance
  • Rollins College Crummer Graduate School of Business, MBA
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

My process

Listen – First and foremost I ask questions to determine what you are looking to achieve out of working with our team. It’s important right out the gate that we discuss our process and determine whether you are a good fit for our team and, more importantly, whether we are a good fit for you.

Consolidate – The Leg Work – We consolidate and review the different aspects of your finances in order to provide you with a holistic overview of your financial situation. Once we understand your goals and your current financial situation we now have a foundation we can build upon.
At this point we make recommendations that we believe will help you build upon your foundation and achieve your goals.

Implement – Provided we all agree with the recommendations we will set out to implement accordingly.

Review – “The only constant is change.” We cannot set it and forget. Goals change, people change, markets change. We will get together regularly and continue to refine and re-asses the plan in order to continue to align our solutions with your goals.

 

Contact Us

720 Rugby St. Ste 200

Orlando, FL 32804  

PH: 407-648-1881