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Austin is Founder and Owner of Lee Financial Group LLC, an independent, Fee-OnlyTM advisory firm. He graduated with a bachelors in Mathematics and Economics from the University of California, Irvine. He graduated with a Master’s in Business Administration from the University of Southern California and is a Certified Financial PlannerTM professional.
Prior to LFG, Austin served as a financial planner for The Ayco Company, the Personal Financial Management branch of Goldman Sachs. Many of his clients were executives for Fortune 500 company and involved complex planning strategies around investment, tax, and estate planning. Most recently, he served as an Investment Advisor for Transamerica Financial Advisor, working with families of diverse financial backgrounds to determine the best solution for each household.
Austin’s experience also extends to being a Corporate Finance business partner for various medical device companies. Throughout his tenure, he has had the opportunity to connect with various colleagues and health care providers, specifically, physicians and dentists. It was in those conversations that he discovered the unique financial planning challenges each group encountered and how he is able to leverage his experience in both Corporate Finance and Financial Planning to assist.
Outside of work, Austin is actively involved in the professional development of other Asian American/Pacific Islander community as well as his kids’ school Parent Teacher Association. He is also training for the next local triathlon, a motivator to keep in shape.
