Alex Austin, MPA, CFP®, WMS℠
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- Purdue University, B.S. in Accounting
Cornell University, M.P.A. in Finance & Fiscal Policy
- CASH Campaign
Duke University Moneymap Research Program
CFP® National Exam Tutor
Board Member, Phillis Wheatley Community Center
As a Wealth Coach, Alex works with new and existing clients to build long term relationships while analyzing and executing their financial plans. Alex finds great joy in helping families and individuals develop plans that reflect their values and goals. Prior to joining Foster Victor Wealth Advisors, Alex was a financial planner in the San Francisco Bay Area working with clients to help them get to and through retirement. Before that, he worked in investment banking and corporate finance in New York City.
Alex holds Certified Financial Planner™ and Wealth Management Specialist℠ designations as well as a Masters degree from Cornell University.
Learn more about Alex
During his time in California, Alex had the unique experience of living on a vineyard in wine country. When not at work, tutoring candidates for the CFP® exam, or working on financial planning research and outreach, Alex and his girlfriend Meghan enjoy traveling and spending time with family and friends. He is excited to be part of the Greenville community, and he serves on the board of the Phillis Wheatley Community Center.