Georgina Tobchan

Planning Analyst at Austin Private Wealth

Role: Financial Planning Analyst at Austin Private Wealth
Location: Austin, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Planning Analyst
Austin Private Wealth
Feb 2022 — Present · Austin, TX, US

Education

Brigham Young University - Idaho
Business Management- Marketing
Brigham Young University - Idaho
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.507
2013 — 2018

Contact information

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•••••@austinprivatewealth.com
Personal email
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Current company

Austin Private Wealth

Financial Services · 25 employees · Founded 2019 · Austin, Texas, United States

Austin Private Wealth is an independent, fee-only registered investment advisory firm, focused on helping our clients prepare for a life of personal and financial growth. It’s our nature to build deep, trusting relationships. We take the time to truly understand your priorities and goals, providing professional insights and a global perspective on the things that matter most to you. As an SEC Registered Investment Advisor, we are legally bound to act as your fiduciary, but it is important to note that our personal character and professional ethics drive us more than our legal mandates do. Being fee-only means that our compensation comes solely from our clients – no commissions or third-party compensation, ever. The diversity of our team and our practice allows us to clearly assess and address issues you may not have even thought of or been able to see. We offer truly personalized advice drawing on the experience of our different team members. We are global citizens and life-long learners and embrace the journey together with our clients - through everything life brings. This belief is truly part of the Austin spirit and it is why we are proud to be Austin Private Wealth. Learn more at

austinprivatewealth.com

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Experience

Financial Planning Analyst

Education

Brigham Young University - Idaho

Brigham Young University - Idaho

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