About

Austin helps families and tech professionals make confident, tax‑efficient financial decisions through personalized wealth management and strategic stock compensation planning. With over 7 years of experience advising clients across the United States, he specializes in stock compensation planning for tech employees (RSUs, ISOs, NSOs, ESPPs), retirement income planning for individuals and families, concentrated stock reduction and diversified portfolio construction, multi‑generational wealth and legacy planning, risk management and insurance planning to protect family wealth and charitable giving strategies in a tax-efficient and impactful way.

 

Austin’s goal is to help clients create long term financial security while having freedom and flexibility to enjoy a fulfilling life today. In his free time, he enjoys golf, exploring coffee shops, traveling to new places and spending quality time with his wife.

Education

  • BBA, University of Central Oklahoma

Additional licenses and designations

  • CA Insurance License #4217345

Resources from Austin Krewson

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Current Clients

Contact me via email or my team at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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