Austin Arata, MBA
CA Insurance License #0K30604 Financial Advisor
As an Ameriprise Financial Advisor with Kinecta Wealth Management, my primary focus is retirement planning strategies, investments, and estate planning strategies. I firmly believe everyone deserves the opportunity to improve their financial future and fulfill their dreams. It brings me immense satisfaction to assist individuals in preparing for retirement, funding their children's education, saving for a home, and more. Witnessing their performance is what motivates me each day. With over eight years of experience in the financial services industry, I have dedicated my career to helping people pursue financial independence, regardless of their net worth, income, or knowledge of financial markets.
I completed my undergraduate degree at Cal Poly, San Luis Obispo, which provided me with a solid foundation in finance. Recognizing the importance of expanding my experience, I recently obtained my MBA from the University of La Verne.
When it comes to my profession, I find the most fulfillment in helping people. Building relationships with my clients and understanding their unique financial goals and aspirations is at the core of my approach. I firmly believe part of my commitment to Kinecta Wealth Management is providing comprehensive financial guidance to every client. With a sound plan and dedication, I believe anything is possible. One of the greatest values I can offer is education. I take the time to thoroughly explain each step of the financial planning process, ensuring they are comfortable and well-informed about every decision made. Empowering my clients with knowledge gives them confidence in their financial journey.
I reside in Long Beach, California, with my wife, Mallory, and our two beloved dogs. I enjoy playing golf, attending sporting events and music festivals, and hiking with my furry companions in my free time. These activities provide relaxation and allow me to stay connected with the world outside of finance.
Registrations held through Ameriprise Financial Services, LLC: Series 7 and 66.
Registered for Securities in the following states: AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA and WA.
Ameriprise Financial cannot guarantee future financial results.