Austin Preece (CFP®)

Austin Preece focuses in the
following client markets or areas of practice:

Entrepreneurs

Generation X

Insurance Related Issues

Investment Advice without Ongoing Management

Millennials

Tax Planning

Planning Specialties

Young Professionals aged 25-45 (we can round up or down a little if necessary) Entrepreneurs Wisconsin Teachers and other WRS Employees Equity Compensation (RSUs, RSAs, ISOs, NSOs, ESPPs, etc.)

Additional Information

Passionate about helping young professionals spend less time worrying about their finances and more time doing what they love. I won't promise to make finance fun, but we can try! I live in Eau Claire, WI with my wife (Dana) and our pets (Lady the dog and Khaleesi the cat). We spend most of our time reading, watching our latest bingeable shows, going on hikes, or checking out wineries and breweries. I started Preece Financial Planning, LLC to bring financial planning to entrepreneurs and young professionals (generally ages 25-45) who often don't have investable assets outside of their 401(k)s and other employer retirement plans. Most of my meetings are conducted virtually, but in-person meetings are available for those in the Eau Claire area.