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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Austin Private Wealth | Partner | Jul 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, CFP | Oct 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
Others at Austin Private Wealth, LLC (6)
| Name | Role | Location |
|---|---|---|
K Kevin Weaver | Partner | Austin, TX , United States |
| Investment Analyst | Austin, TX , United States | |
| Managing Partner | United States | |
| Managing Partner | Austin, TX , United States | |
| Managing Partner | Austin, TX , United States | |
K Kenneth Daly | Trading Specialist | Austin, TX , United States |
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