Caryn Augst CFP®, CLU®, ChFC®
Caryn Augst is a seasoned financial professional providing insurance, securities, and investment services to individuals, business owners, and groups since 1987. Her extensive credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®) designations, reinforcing her dedication to offering comprehensive financial strategies.
Licensed in California, Caryn’s expertise covers financial planning, retirement income strategies, personal insurance, asset allocation, estate conservation, philanthropic gift strategies, group benefits, business succession, and executive benefit strategies. Caryn and her firm strive to be recognized for their longevity, financial strength, and commitment to quality service, creating a stable foundation that clients rely on with confidence.
With a Bachelor of Arts in Biology from the University of California, Berkeley, Caryn brings a unique perspective and analytical approach to financial planning.
Outside of work, Caryn is an avid rower with the Competitive Team at Lake Merritt Rowing Club in Oakland, California. She also enjoys exploring the Bay Area by road and gravel bike with her husband, embracing an active lifestyle that reflects her dedication to both personal and professional balance.
