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Austin Barr, CFP®

Senior Wealth Advisor, Director

Newport Beach, CA

Designations

Work Experience

Joined MAI in 2023
Served as a Client Advisor and Assistant Vice President at Whittier Trust Company where he focused on comprehensive financial planning for ultra-high net worth families and business owners
Advised on retirement and estate planning strategies to maximize intergenerational wealth and consulted on trusts, balance sheets, insurance, gifting, budgeting, and several client specific requests

Life Outside of MAI

Stays active with various sports – basketball, golf, and pickleball to name a few
Enjoys traveling and loves finding the best hole-in-the-wall restaurants along his journeys
Involved with the Alzheimer’s Association of Orange County and is a proud supporter and volunteer of the Walk to End Alzheimer’s®

Education

THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business, Austin, TX May 2021 Master of Business Administration
TEXAS TECH UNIVERSITY, Rawls College of Business, Lubbock, TX May 2017 Bachelor of Business Administration in Finance