Austin Fetch is a Wealth Advisor & self-branded “Resident Nerd” at Oxford
Retirement & Estate Planning (OREP). He started in the finance industry as an
intern at Ameriprise Financial in 2014 at 20 years old. His responsibilities began
with simply bringing the filing system digital but grew quickly to include portfolio
design & management as well as holistic financial planning for many clients.
When he moved to Arizona, he took a position at Charles Schwab where he
helped design streamlined training material and information systems for new
professionals. Shortly before leaving, he was awarded the Chairman’s Club award
in-part for his work transitioning team members to working from home during the
Austin has always had an emphasis on education in the field of finance, starting
with himself. He started by obtaining a Bachelor of Science with three majors:
Finance, Accounting, & Business Administration. This made him the first in his
lineage to graduate with a 4-year degree. He passed two separate, lengthy,
securities licensing exams to become an Investment Advisor Representative
(IAR). He is also very proud to note he obtained & maintains his CFP®
certification, a standard of excellence for financial planners.
Lastly, Austin holds life, annuity, health, & disability insurance licenses.
Austin now holds adult financial education workshops around the Phoenix
metropolitan area, & offers complimentary, one-on-one coaching sessions to
those in need of guidance. His main objective is to help those nearing retirement
make informed retirement decisions by cutting through the confusing jargon of
the industry and making quality advice accessible for all those that need it.
Though originally born in the cold tundra of North Dakota, Austin now resides in
sunny North Phoenix with his wife Irene. They recently celebrated the birth of
their first child, Milo, and couldn’t be happier to be new parents. Austin has two
small dogs and loves to take them to the dog park and on hikes around the valley.
He also enjoys snowboarding and video games when he can find time to do so.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the
certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with
plaque design) in the United States, which it authorizes use of by individuals who
successfully complete CFP Board’s initial and ongoing certification requirements.
with any questions you may have.
Estrella Mountain Community College
Conference Center - North3000 North Dysart RoadAvondale, AZ 85392
Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your timeand effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.
COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.
With all of the unknowns and the uncertainty of the stock market around election time, one of the biggest things you should remember is to be patient and not to panic.
If you’re comfortable with the amount of risk you are currently exposed to and have the time to ride out whatever may come, you may want to stick it out and see what happens.
1940 W. Pinnacle Peak RoadPhoenix, AZ 85027