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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Cassidy is a financial advisor with Beacon Pointe Advisors, LLC, a firm that provides financial planning, portfolio management, and other advisory services. Austin has been in the financial industry since 2016. Austin earned the Certified Financial Planner designation and specializes in retirement planning, college savings, investment management, and insurance. Austin has experience working with individuals, high-net-worth clients, businesses, corporations, and charitable organizations. Austin is registered with the state of California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/19/2024 - Present
Beacon Pointe Advisors, LLC (San Diego CA)
Active
Inactive
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