Helping people towards their financial goals

Many people, believe their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you meet your objectives.

My goal is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your income and your family, I can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.

The process I follow in completing a total financial strategy consists of:

1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, goals, assets, liabilities, and risk tolerance.

2. Designing a financial strategy that takes into account the investment & tax landscape while protecting against risk that may impact you and your family along the way to reaching your goals.

3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

The first step is committing to improving your financial future by setting a one on one call or meeting to learn more. My availability to book a time for a complementary introductory meeting: To set a time next week

Austin Jett has served as a Financial Consultant at Equitable Advisors, LLC since 2013 and was promoted to Regional Vice President in 2021. A Graduate from the Haas School of Business at UC Berkeley with a double major in Business & Economics, he developed a passion for the markets and financial planning getting the FINRA Registrations Series 7 and 66 in 2011 at a boutique broker dealer where he was customizing potential & client portfolios.  He made the switch to become a proprietary trader in NYC before being dedicated to helping clients build and secure their financial futures at Equitable Advisors, LLC where he acquired the Life & Health Insurance License and later the series 24 to be one of the principals at the firm.

Austin Jett had an athletic upbringing in San Diego with multiple sports (baseball, basket ball, soccor, swiming, water polo) and was an avid runner in high school and college competing on Cal's Cross Country and Track team. As a highschool senior he placed 9th in California's Cross Country division one state meet and won San Diego's track and field mile and half mile and placed 6th in the mile in Califorina's state meet. His best times in high school included the 5k of 15:23, mile time of 4:11.69 and half mile 1:54.01. He still competes in local 5k road races and did a Ragnar Relay with Equitable's team which is a 200 mile race with twelve runners each with three legs completing the distance under a 48 hour period. Other outside interest include gardening and beekeeping where he still has beehives in San Diego. 

Austin has started recruiting, training and developing advisors shortly after becoming one of the principals of the firm. See the below link to apply as a financial advisor to join a fast growing team to have an impact in people's lives.