Austin Robare, CPFA

Financial Advisor

716-856-3300

arobare@lumsdencpa.com

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Austin joined Lumsden & McCormick Financial Services in March 2022 as a financial advisor. He is currently licensed with his Series 7, 65 & 63, SIE, and Life & Health. Austin assists the Financial Services leadership team to deliver custom, holistic plans that fit an individual’s entire financial situation understanding the importance of cash flow, the role of taxes, wealth preservation, and legacy building. Additionally, Austin works with businesses and their owners to set up and manage their qualified retirement plans. 

EDUCATION

Mercyhurst University, Bachelor of Science, Business Finance and a minor in Management

PROFESSIONAL 

National Association of Plan Advisors, Certified Plan Fiduciary Advisor (CPFA)
Passed SIE, Series 7, 63, 65, and Life & Health securities exams - Financial Advisor*

FUN FACTS

Austin enjoys playing golf, watching football, and traveling to new places. While at Mercyhurst University, he played Division II Men’s Lacrosse.

*Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency.

Service Expertise

Industry Expertise

Upcoming Events

2022 Exempt Organizations Conference

2022 Exempt Organizations Conference

December 06, 2022

Join us for our 28th Annual Exempt Organizations Conference!

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