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Kieu Le

Kieu Le

Partner at Austin Private Wealth, LLC

Austin, TX , United States

About

Kieu Le is a Partner at Austin Private Wealth in Austin, Texas, where she provides comprehensive investment advisory and financial planning services for individuals and families. She serves in a fiduciary capacity, collaborating with clients to design tailored portfolios and financial strategies focused on long-term goals, including retirement planning, estate planning, and philanthropic giving.

Kieu specializes in asset allocation across a wide range of sectors and asset classes, including equities, fixed income, alternative investments, and sustainable or values-driven investment strategies. She is deeply engaged in helping clients incorporate charitable giving and socially responsible investing into their financial plans, ensuring their values align with their wealth management decisions.

Prior to joining Austin Private Wealth in 2017, Kieu worked for nearly two decades at Ameriprise Financial Services as a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional. She holds dual Bachelor of Science degrees in Advertising/Marketing and Communication from The University of Texas at Austin, reflecting her expertise in both client centric financial advice and strategic investor communications.

Career History

OrganizationRoleDate RangeDetails
Austin Private WealthPartnerJul 2019 to Present
Austin Private Wealth is an independent, fee-only registered investment advisory firm, focused on helping our clients prepare for a life of personal and financial growth. It’s our nature to build deep...
Ameriprise Financial Services, Inc.Financial Advisor, CFPOct 2001 to Jul 2019
Financial Advisor CA Insurance License #0G87488

Education

The University of Texas at Austin

Bachelor of Science (B.S.), Advertising/Marketing

The University of Texas at Austin

Bachelor of Science (B.S.), Communication

Skills & Expertise

Financial Planning
Wealth Management
Retirement Planning
Financial Analysis
Financial Accounting
Financial Modeling
Financial Reporting
Financial Services
Investments
Investment Strategies
Investment Advisory
Alternative Investments
Estate Planning
Portfolio Management
Asset Management
Asset Allocation
Trusts
Finance
Leadership
Management
Customer Service
Fiduciary
Tax Planning
Retirement Income Strategies
Personal Financial Planning
Certified Financial Planner
Holistic Financial Planning
Wealth Management Services
Wealth Accumulation
Wealth Preservation Planning
Wealth Transfer
Charitable Gift Planning
Estate Tax Planning
Estate Preservation
Retirement Plan Consulting
Retirement Savings
Trust Services
Trust Management
RIAs
Fiduciary Services
Fiduciary Management
Retirement Solutions
Retirement Services
Wealth Preservation
CFP
Registered Investment Advisor
Fee-only Financial Advisor
Women's Financial Strategies

Others at Austin Private Wealth, LLC (6)

NameRoleLocation
K
Kevin Weaver
PartnerAustin, TX , United States
Reagan Stephenson
Reagan Stephenson
Investment AnalystAustin, TX , United States
Ariane Penz
Ariane Penz
Managing PartnerUnited States
Caroline Meekins
Caroline Meekins
Managing PartnerAustin, TX , United States
Gisela Kastner
Gisela Kastner
Managing PartnerAustin, TX , United States
K
Kenneth Daly
Trading SpecialistAustin, TX , United States

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