Certifications: CFP®
Austin Tanner joined Evensky & Katz / Foldes Wealth Management in February 2022. He is currently a financial advisor assisting with client relationships, preparation of financial plans, investment policy statements, and implementation of client accounts.
Mr. Tanner is a Certified Financial Planner™ and received his Bachelor of Business Administration in Finance from Florida Atlantic University. Prior to joining Evensky & Katz / Foldes, he worked as a financial planner for three years at a registered investment advisor in Boca Raton, where he was part of a wealth management team, specializing in comprehensive financial plans.
He currently resides in Miami. Outside of work, Austin enjoys sporting events, reading, playing golf, and spending time with family and friends.
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At the heart of our firm’s mission to help people live well lies a deep commitment to serving both our clients and our community. Our Annual Charity Golf Classic Tournament exemplifies this commitment, bringing together our team, clients, and community members for a day of golf and philanthropy. The Evensky & Katz Charitable Fund at…
Date: Friday, November 10th 2023 Location: Doral Golf Club Miami Address: 4400 NW 87th Avenue, Miami FL 33178 Our Annual Charity Classic Golf Tournament once again united our team, clients, and community members for a day of golf and giving. The event embodied our firm’s commitment to serving our clients and community. Thank you to…
Date: Friday, October 21st, 2022 Location: Crandon Golf at Key Biscayne Address: 6700 Crandon Blvd. Key Biscayne, Florida 33149 On Friday, October 21st, 2022, our Annual Charity Golf Classic Tournament brought together our team, clients, and community members at the beautiful Crandon Golf at Key Biscayne. The event was a shining example of our commitment to…