Broker Check

31111 Agoura Road
Suite 200
Westlake Village, CA 91361
(818) 540-6967


Rich E. Austin, J.D.*, LLM, CRPC®

Rich E. Austin, J.D.*, LLM, CRPC®

Director of Financial Advisory Services

  • Primary area of expertise: Advising high net worth clients, with an average net worth over $10 million dollars, on investment, estate, charitable, and business owner planning alternatives.

  • Has conducted seminars for financial professionals; served on advisory boards, created computer models to calculate tax implications, and authored articles on tax reduction strategies.