Austin McDaniel
Partner Advisor
MBA, CFA , CFP®
New Mexico native Austin McDaniel, CFP®, is a partner advisor in Allworth’s Albuquerque, New Mexico office. Before an almost 20 year-long advisory career working with individuals and families, Austin attended the University of New Mexico, where he earned both a bachelor’s in Financial Management and, later, in 2005, an MBA in Accounting. A CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Financial Analyst®, in his spare time Austin enjoys spending time with family, mountain biking, running, and working on his vintage 1968 Ford Mustang.
Latest Insights
The Emotional Side of Estate Planning: Preparing Your Family for the Future
Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …
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The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes
Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.
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The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)
Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.
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