Austin Hon (CFP)
Austin Hon focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Corporate Executives
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Corporate Executives
Planning Specialties
We offer our Wealth Management and Financial Planning services to people in all stages of their lives, including retirees, pre-retiress, mid-career and even early career individuals and couples looking to start out on the right foot financially.
Our Wealth Management Services include investment management coupled with financial planning. We believe that your financial plan should drive the level of risk you need to take in your portfolio and will serve as a 'living roadmap' as your life changes.
Financial Planning includes all aspects of financial planning, retirement, investment, insurance, taxes, estate, debt/cashflow and college. Additionally we plan for appreciated stock options, employee benefit planning, and more. The financial plan is tailored specifically for your needs.
Investment Management- If you feel like you do not need additional financial planning then we offer pure investment management services as well. Priced competitively, our investment management portfolios are Asset Allocation based and contains a mix of individual stocks, both active and passive mutual funds and ETF's. Our allocation is designed to be diversified geographicaly, across sectors and asset classes. If you would like to learn more about our portfolios, contact us today for a no-obligation 'Get to know you' meeting.
Please note, we currently do not have account or relationship minimums- we welcome everyone to reach out!
Additional Information
Austin Hon is the founder of Momentum Private Wealth Management and is a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, earning the certification in 2011. In his previous roles, he was a financial planner and Senior Wealth Advisor to a number of individuals in all stages of wealth and life planning.
NAPFA Start Date
May 18, 2020
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