The Team

Daniel T. Austria and Associates

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan.We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Our Advisors

Daniel T Austria

Daniel T Austria

Private Wealth Advisor

More about me...

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

Marquette University, Bachelor of Arts
CA Insurance #0F99332

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Our Staff

Brian S. Austria

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional

Tracey L. Austria

Client Service Coordinator

Hannah N. Davis

Office Manager

David L. Austria

Operations Specialist