Our Story

Proudly serving the Austin community for over 20 years.

Scott Ccampbell

Scott Campbell, RICP ^®

President of Austin First Financial, Inc.

Hi, I’m Scott Campbell, also known as The Retirement Instructor. Over the last 20 years, I have taught many classes on retirement, Social Security, investment planning and taxes for the University of Texas Informal Classes program and Extellent Professional Development Centers (formerly St. Edwards University Professional Education Center). I have the experience and passion to help you navigate a complex financial world and feel confident in your strategies for retirement.

I began my career in the financial services business in 1997. As an investment adviser representative, I embrace the opportunity to work towards the goals of my clients, with a duty of undivided loyalty and utmost good faith. I also am a strong advocate for evidence-based investing, wealth management and retirement planning and look forward to helping you define your ideal retirement.

As a Retirement Income Certified Professional (RICP)®, I have the knowledge and experience to navigate intricate retirement issues. I have passed the Series 65 securities exams and hold life, accident, health and HMO insurance licenses in Texas. In 1993, I graduated from the University of Texas with a Bachelor of Science degree in organizational communications.

I live in South Austin with my wife, Shannon, who is a physician’s assistant at Bee Caves Pediatrics, and our three children: Reilly, Sarah and Carson.

Contact Us

Mission

Since 1999, Austin First Financial has been working with friends and neighbors throughout the greater Austin area to help them work toward their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Retirement Income Certified Professional

BBB Accredited Business

The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. You should make financial decisions on the basis of your own due diligence.

1502 West Ave

Austin

TX 78701

512.638.9499

scottc@austinfirstfinancial.com

Privacy Policy Terms of Use and Form CRS

Insurance products are offered through the insurance business Austin First Financial. Austin First Financial is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Austin First Financial are not subject to Investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

“Best Of” is an annual survey conducted by Austin American Statesman. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner. The majority of voters may not be clients of Austin First Financial. The designation is not representative of any one client’s experience and is not indicative of future performance.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,204 Austin area wealth managers were considered for the award; 178 (15 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 1,102 considered, 161 winners; 2017: 1,431 considered, 207 winners; 2016: 1,283 considered, 351 winners; 2015: 1,968 considered, 374 winners; 2014: 2794 considered, 357 winners; 2013: 2,254 considered, 399 winners; 2012: 1,673 considered, 392 winners. Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.

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