(805) 690-1290
mburton@
partnervest.com
AUSTIN MULLER
Partner | Wealth Advisor
Originally from Santa Cruz, Austin moved to Santa Barbara to attend Westmont College, where he received a baseball scholarship and graduated with a degree in Business and Psychology. Studying human behavior has proved to be a huge asset in an industry built on developing trusted relationships and understanding the needs of others.
Austin’s time as a student/athlete taught him invaluable life lessons such as attention to detail, work ethic, and the attributes of winning and achieving, all of which directly correlate with being a successful advisor.
Austin specializes in helping families with complex financial planning needs and generational wealth transfers. This includes working with a family's Private Foundation to make sure the values of the Foundation are mirroring the investment portfolio strategy.
Austin and his wife Mia live in Santa Barbara. They enjoy traveling, cooking, outside activities, and spending time with friends and family. Austin is an avid golfer and member at Birnam Wood Golf Club. Austin is currently pursuing his CFP®. Credential.
Securities offered through Sorrento Pacific Financial, LLC (“SPF”). (Member FINRA/SIPC). Investment advisory services offered through duly registered individuals on behalf of Creative One, LLC a Registered Investment Adviser. Creative One, LLC, SPF are unaffiliated entities.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and advisory services can meet your retirement needs.
CA Lic #0730612
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21118 - 2021/6/21