Austin Sarmiento

  • Financial Advisor
  • Investment Advisor Representative
    Book Appointment Here
    California Insurance License # 4410285

 

As a Financial Planner, Austin services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Austin can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.”

Qualifications

• Licensed to sell Life, Accident, and Health Insurance

• Holds his Series 7 and 66 Securities Licenses

• Graduated Rutgers University with a BA in Biological Sciences; Minored in Business Administration

Personal

• Currently resides in West New York, NJ.

• In his free time, he enjoys History, Fitness & Wellness, Motorsports, and Cooking.

Check the background of this registered representative on FINRA’s BrokerCheck 

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NJ

 

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!