About Me.

Hi, I'm Austin Preece, CFP®, EA. I'm the founder, owner, and lead planner of PFP. I started this firm out of a desire to help people improve their lives through financial planning. My passion for financial planning started with a college internship and has only grown stronger as I continue to learn more about all of the ways I can help people.

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I grew up in New Richmond, WI and moved to Eau Claire, WI for school where I met my wife, Dana. We decided to stick around after our graduations. Now we live in town with our dog, Lady, and our cat, Khaleesi (Khali for short). Dana and I like to believe that we enjoy hiking and spending time in nature, but it doesn't take much of an inconvenience for us to end up at a winery instead. 

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Education and Experience
 

I graduated from the University of Wisconsin-Eau Claire (go Blugolds!) in 2019 with a BBA in Finance and a minor in Spanish. While at school, I interned with Primerica in 2018 before taking a position with CliftonLarsonAllen Wealth Advisors, LLC in 2019, where I spent the four years leading up to the launch of Preece Financial Planning, LLC. My various licenses include Series 6, 7, 63, and 65, as well as a life insurance license in the state of Wisconsin.

The letters behind my name indicate that I'm a CERTIFIED FINANCIAL PLANNER™ Professional and an Enrolled Agent. To receive the CFP® certification, I took additional courses following my bachelor's degree in general financial planning, insurance, investments, estate planning, tax planning, and other aspects of holistic financial planning, culminating in a comprehensive exam. The CFP® Board also requires continuing education to ensure that CFP® Professionals like myself stay up-to-date on developments in the financial planning space.

The EA designation focuses entirely on US federal taxes. Every financial strategy has a tax consequence, and it's important to me that the people I work with don't pay any more tax than legally necessary.