Austin Pearl

Husband, Father, and Financial Advisor for Transitioning Federal Civilian & Military Leaders

Role
Financial Advisor at Apollon Wealth Management, LLC
Location
Arlington, VA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Austin Pearl

Preparing for that next step in life isn\'t always easy. My combination of…

Experience

  1. Financial Advisor

    Apollon Wealth Management, LLC

    Oct 2024 — Present · Arlington, VA, US

    I help clients navigate the nexus of markets, risk, and behavioral finance. My services include: • Building comprehensive financial plans focused on measurable lifetime goals• Retirement planning through projections of income and growth of assets over time versus spending, to include stress testing• Portfolio construction and management factoring in client goals, age, and risk tolerance; asset allocation, investment selection, and advice on concentrated positions & incentive based compensation plans – i.e, stock options and grants• Value investing aimed at preserving and growing wealth for those in or near retirement• Environmental, Social, and Governance (ESG) investing for those who want their investments to align with their values• Objective insurance advice to include pros, cons, and recommendations on appropriate insurance coverage• Legacy planning through asset projection and decisions on simple wills versus trusts • Debt reduction and consolidation planning• Small business financing & retirement plan selection

Education

  • The George Washington University

    Bachelors

    1999 — 2003

  • National Defense Intelligence College

    Masters

    2008 — 2009

Skills

  • Program Management
  • Army
  • Foreign Policy
  • Culture Change
  • Government
  • Dod
  • National Security
  • Intelligence
  • International Relations
  • Management
  • Policy
  • Article Creation
  • Change Management
  • Mentoring
  • Analysis
  • Afghanistan
  • Social Media
  • U.s. Department of Defense
  • Special Operations
  • Integration
  • Security Clearance
  • Leadership
  • Intranet Strategy
  • Military
  • Team Leadership
  • Speech Writing
  • Roadshows
  • Political Science
  • Counterterrorism
  • Defense
  • Corporate Communications
  • Public Speaking
  • Intelligence Analysis
  • Strategic Communications

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Austin Pearl — Financial Advisor at Apollon Wealth Management, LLC in Arlington, VA, US | Unifers