Craig Austad, CLU®, CFP®
Hi 👋🏼 I’m Craig. I specialize in helping clients align their finances with their values, creating thoughtful strategies that can help reduce stress and elevate both personal and financial well-being. My goal is to help keep my clients focused on what truly matters to them.
Many of my clients are also part of the "sandwich generation," navigating the complex responsibilities of caring for aging parents, supporting children through college, and planning for their own retirement. With a clear financial strategy—especially one that includes a well-structured college planning process—education can feel more affordable, all while ensuring other financial priorities stay on track.
Denver, CO
“My approach with clients is simple; help them thrive in both their personal and financial lives”
Michaela’s published work
Market Updates & Economic Outlook
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How can I help?
Retirement Planning
Late-Stage College Planning
Tax Optimization
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 Craig.
Get to know Craig
Craig Austad has been in the financial services industry for over 25 years, and his passion lies in helping individuals take control of their finances. He has extensive experience working with clients and utilizes this knowledge to manage his practice. He wears many hats at the firm, but his most important job is helping his clients make sound decisions about their assets. He believes it is rewarding to develop effective strategies for his clients to help them achieve their goals.
Craig is a CERTIFIED FINANCIAL PLANNER™ professional and takes his industry education seriously. He is also a Chartered Life Underwriter™ and proud member of the Financial Planning Association of Colorado. When not in the office, he can be found in the mountains skiing with his wife and two kids, getting together with friends and family, and enjoying all that Colorado has to offer.
Book a 30-min introductory call with Craig.
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.
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.
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