CERTIFIED FINANCIAL PLANNER™
email: austin@compassplanning.com

A long way away from his native home of Taiwan, Austin has found a professional home at Compass that perfectly aligns with his values and what he believes financial advising and planning should be all about.

After graduating with a degree in finance from Boston University, Austin's first job was an eye-opener as to how not to do finance. Thinking he was going to be offering financial advice, he was actually asked to sell insurance to the richest people he could find by means of cold calling. Sadly, this is how much of the financial advising world works. So when he discovered the 'Compass way' from a friend who had interned with us, he went for it, joining our team in June of 2021.

To bolster his knowledge along with his pursuit of becoming a fee-only financial planner, Austin apprenticed under Sarah, one of our planners, and has now obtained his Certified Financial Planner (CFP®) certification in 2024. From drafting meeting agendas to updating financial models, Austin works closely with Sarah and helps develop planning and investment recommendations. At Compass, Austin focuses on helping clients implement their investment changes and financial planning tasks. From opening new accounts to answering questions, Austin enjoys following up with clients on their progress and ensuring they are one step closer to achieving their goals.

Since money is for life and not the other way around, Austin's life involves more than work. He enjoys getting out into the mountains to hike and ski, traveling with family, and playing tennis with friends as often as they can get together.