Austin Gwilliam
Partner at Grp Financial
Based in Aliso Viejo, United States
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Seniority
C-Team
Department
General Business & Management
Location
Aliso Viejo
Industry
Financial Services
Company size
30
Contact information
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a•••••••@grpfinancial.com
Phone
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Background
About Austin Gwilliam
Since the age of 16, Mr. Gwilliam knew he wanted to work in the retirement plan industry to help improve retirement success for businesses and individuals. He started his career as a retirement plan advisor in 2001. He is currently an Executive Vice President at HUB Retirement and focuses on new business, client retention, and advising his clients on all aspects of their retirement plan. He holds a Certified Plan Fiduciary Advisor designation. His specialties include 401(k), 403(b), 401(a), 457, Non-Qualified Deferred Compensation, Defined Benefit, Fiduciary Compliance, Investment Analysis, RFP/Fee Negotiation, Participant Education, Financial Wellness, and ERISA Consulting. He has worked with plans up to $1 billion in retirement plan assets. Mr. Gwilliam has received numerous national awards and recognition throughout his career, including Top Financial Advisor by Financial Times, Retirement Plan Advisor of the Year by PlanAdviser, Top Advisor by Participant Outcomes, Top DC Advisor by National Association of Plan Advisors and more. He is fluent in Spanish and active in his church and community. He spends much of his free time coaching his three boys in a variety of sports, as well as surfing, golfing, and traveling with his wife.
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