402.778.7961

awells@lutz.us

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AUSTIN WELLS, CFP® + RETIREMENT PLAN SPECIALIST & INVESTMENT ADVISOR

Austin Wells is a Retirement Plan Specialist & Investment Advisor at Lutz Financial. With 5+ years of relevant experience, he specializes in retirement plan consulting for business owners, individuals and families. In addition, he is responsible for providing investment advisory services, fiduciary guidance and plan design and analyses. He lives in Omaha, NE.

AREAS OF FOCUS
  • Retirement Plan Consulting
  • Investment Advisory Services
  • Participant Education
  • Provider & Fee Benchmarking
  • Fiduciary Guidance
  • Plan Design & Analysis
AFFILIATIONS & CREDENTIALS
  • CERTIFIED FINANCIAL PLANNER™
  • Financial Planning Association®, Member
COMMUNITY SERVICE
  • Lutz Gives Back, Volunteer

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CONTACT AUSTIN WELLS

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