Austin First Financial Employee Directory
Financial ServicesTexas, United States2-10 Employees
Austin First Financial is a financial services firm located in Austin, Texas, founded in September 1997 by Scott Campbell, who serves as its president. The firm focuses on retirement planning and guidance to help clients allocate income, invest savings, and work toward long-term financial security. Its process begins with assessing an individual's financial situation, including income needs, risk tolerance, potential long-term care requirements, estate considerations, and charitable goals, to craft a tailored plan. Investment advisory services are offered by individuals who are duly registered with AE Wealth Management, LLC, with AEWM and Austin First Financial described as not affiliated. As a relatively small practice serving the Austin community, the firm emphasizes clear communication and planning aimed at helping clients reach retirement objectives.