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Austin Lewis

CFP®

Sr. Financial Planning Associate

Austin Lewis

CFP®

Sr. Financial Planning Associate

Biography

After Austin knocked his summer internship out of the park, Plancorp was eager to welcome him as a full time financial planning associate in 2015. Friendly and outgoing, Austin has an acumen for building rapport with clients and helping understand their individual financial needs.

Austin graduated from the While in college, he volunteered at the campus financial counseling center, where he worked with fellow students and city residents on a range of financial issues. He brings that same passion for educating others to his role today.

Austin is enjoying being back in St. Louis, where he lived for 10 years before heading to college. On the weekends, you can find him catching Cardinals games, walking in Forest Park or grabbing dinner in The Loop—most likely at Mission Taco, his favorite spot.

Education
  • University of Missouri-Columbia, BS Personal Financial Planning.

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

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We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

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