Alex Austin, CFP®, WMSâ„
Hello there 👋🏼 I’m Alex Austin a CERTIFIED FINANCIAL PLANNER™ at Savvy, specializing in financial planning. I like to consider myself to be the GPS in a client’s financial life so they can reach their financial and retirement destination with the most efficient and optimal route.Â
My calling lies in creating personalized plans tailored to client’s specific circumstances, helping them navigate the intricacies of their financial situations, and ultimately achieving their financial and retirement goals. Let's embark on this financial journey together!
Bloomfield Hills, MI
“I am committed to providing unbiased, client-centric financial guidance with a focus on comprehensive financial planning and investment management for all my clients.”
Alex’s published work
Market Updates & Economic Outlook
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore.
How can I help?
Retirement Planning
Financial Planning & Analysis
Tax Optimization
Investment Management
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Alex.
Get to know Alex
Alex has dedicated his career to helping others, with a focus on personal finance. Personal finance merges financial planning with investment strategies. Previously serving as the lead advisor at Insight Wealth, he provides sound financial planning advice, financial guidance, and investment management. Now, he brings his expertise to Savvy Advisors as a Wealth Manager.
What Alex finds most rewarding in his role is the ability to shape how he supports his clients through financial decisions. Whether they are seeking to pass wealth to their children, acquiring a second home, renovating their residence, or contributing to charitable causes, observing his clients' financial plans and investment strategies materialize is an immensely gratifying experience. He is deeply passionate about his work because he recognizes the significance of establishing a solid financial groundwork and the doors it opens to a fulfilling life.
Beyond the workplace, he is dedicated both professionally and personally to advancing financial planning. He provides guidance to CFP® candidates to help them prepare for and pass the national CFP® exam. Additionally, he volunteers with the CASH Campaign of Maryland, an organization committed to enhancing economic well-being for low-to-moderate-income individuals and families. The CASH Campaign achieves its mission through a range of direct service programs, capacity-building initiatives, and advocacy efforts aimed at bolstering family economic security.
Furthermore, he previously served as a board member of the Phyllis Wheatley Community Center, an organization dedicated to ensuring that every child discovers their unique talents and abilities to realize their full potential within a thriving community.
Book a 30-min introductory call with Alex.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
.png)
