Austen D. Lunt
Pittsburgh,PA
Summary
I am passionate about empowering individuals and families to achieve their financial goals. With a strong foundation in financial principles and a commitment to lifelong learning, I strive to provide personalized advice that aligns with each client’s unique circumstances. I have gained valuable insights through internships, coursework, and experience that have honed my analytical skills and deepened my understanding of investment strategies, retirement planning, tax planning and risk management. I believe in building lasting relationships based on trust, transparency, and open communication.
Overview
13
13
years of professional experience
Work History
Financial Advisor
Lincoln Investment
01.2021 - Current
- SIE exam Certified
- Series 7 exam License
- Series 66 exam License
- LAH License
- Created financial plans through “Emoney”
- Created tax reports and projections with “Holistiplan”
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Intern
Lincoln Investment
01.2019 - 01.2021
- Company Overview: Lincoln Investment specializes in retirement, tax and estate planning for many different individuals in different careers
- Facilitated client reports and paperwork
- Learned basics and advanced financial reports/planning
- Experienced client meetings and how to prepare for them
- Knowledge and understanding of financial products and the overall market conditions
- Lincoln Investment specializes in retirement, tax and estate planning for many different individuals in different careers
Lot Attendant
Sewickley Porsche
01.2019 - 01.2020
- Company Overview: The Sewickley Car Store is connected dealership built of three luxury shops that specialize in sales and service
- Head lot attendant
- Ran and facilitated the cleaning and detailing of cars
- Delivered finished cars to clients and worked to meet their needs
- Face to face customer service
- The Sewickley Car Store is connected dealership built of three luxury shops that specialize in sales and service
Sales Associate
Leone Animal Supply Center
01.2018 - 01.2019
- Company Overview: Leone Animal Supply Center is a boutique pet store supplying food and pet accessories
- Ability to independently open/close and operate store
- Maintained supply of goods
- Knowledge and Understanding of products and goods
- Face to face customer service and sales
- Leone Animal Supply Center is a boutique pet store supplying food and pet accessories
Assistant Manager
Bruster’s Real Ice-cream
01.2012 - 12.2016
- Company Overview: Bruster’s is a national chain of retail franchise ice cream shops
- Delegated tasks to other employees as needed
- Learned to accommodate customer’s expectations while maximizing their satisfaction
- Refined ability to deal appropriately and constructively with difficult customers
- Insured register report matched drawer count
- Bruster’s is a national chain of retail franchise ice cream shops
Commercial Construction Laborer
A.W. McCay Contracting
01.2014 - 12.2014
- Company Overview: A.W
- McCay Contracting is a full-service commercial general contractor and construction manager
- Maintained an understanding of the overall job strategy to optimize project completion
- Supported work flow by ensuring that each team member had the necessary materials
- Prepared completed projects for presentation to clients with the optimal customer impression
- A.W
- McCay Contracting is a full-service commercial general contractor and construction manager
Education
Certificate of Financial Planning - Financial Planning
Wake Forest University
05-2025
Bachelor of Science - Finance And Business Management
La Roche University
Pittsburgh, PA06-2021
Business Transfer -
Community College of Allegheny County
01.2017
High School -
North Allegheny Senior High School
01.2016
Skills
- Financial Planning
- Tax Planning
- Risk Assessment
- Roth Conversion Modeling
- Relationship building and management
- Investment advice
- Cash Flow analysis
- Investment Management
- Asset Allocation
Extracurricular Activities
Camp Counselor, Camp Kon-O-Kwee, 01/01/16 Youth Mentor, Sewickley Valley YMCA, 01/01/16, 12/31/17 Lacrosse Captain, La Roche University, 01/01/17, 12/31/21 Volunteer Coach, North Allegheny Basketball Association, 01/01/18, 12/31/19 Head Coach, North Allegheny Youth Lacrosse, 01/01/18, 12/31/21
Timeline
Financial Advisor
Lincoln Investment
01.2021 - Current
Intern
Lincoln Investment
01.2019 - 01.2021
Lot Attendant
Sewickley Porsche
01.2019 - 01.2020
Sales Associate
Leone Animal Supply Center
01.2018 - 01.2019
Commercial Construction Laborer
A.W. McCay Contracting
01.2014 - 12.2014
Assistant Manager
Bruster’s Real Ice-cream
01.2012 - 12.2016
Business Transfer -
Community College of Allegheny County
High School -
North Allegheny Senior High School
Certificate of Financial Planning - Financial Planning
Wake Forest University
Bachelor of Science - Finance And Business Management
La Roche University
Similar Profiles
Cameron DeMayCameron DeMay
Intern at Lincoln InvestmentIntern at Lincoln Investment
Eric CaplingerEric Caplinger
Financial Advisor at Lincoln InvestmentFinancial Advisor at Lincoln Investment
Jeffrey OsborneJeffrey Osborne
Brokerage Operations Specialist at Lincoln InvestmentBrokerage Operations Specialist at Lincoln Investment
Amanda FritzAmanda Fritz
Pharmacy Manager at Rite Aid PharmacyPharmacy Manager at Rite Aid Pharmacy
Murat JmMurat Jm
SOC Analyst at Calin TechSOC Analyst at Calin Tech