“”Work hard, be honest, and take care of the people around you.
John is driven by the values he learned growing up in a blue collar south Austin family: work hard, be honest, and take care of the people around you.

He believes that money can grant you freedom and security to live your own unique lifestyle, which makes financial wealth intrinsically valuable. However, money is merely a vehicle to help accomplish your goals and dreams, not the destination itself. Making true progress to accomplishing your desires starts with defining those aspirations. From there, we will make better and more informed decisions that place us in the best position to reach our ambitions with the least amount of uncertainty along the way.

John has a gift for explaining complex financial issues with plain language, that is both easy to understand and meaningful to his clients. He has seen first hand how financial issues can weigh on families, damage relationships and impact one’s physical and mental health. Recognizing this, he strives to find a balance between the psychological aspect of personal finance and the mathematical reality of investing.

He is constantly searching for ways to help his fellow man and has found a calling in financial planning.

Schedule a Meeting with John:  Click Here

 

Education
  • B.A., Economics, The University of Texas at Austin, 2012
Experience
  • 2019, Wealth Advisor, Austin Wealth Management, LLC
  • 2014, Wealth Planning Analyst & Financial Advisor, UBS Financial Services, Inc.
  • 2013, Support Advisor, Austin Wealth Management, LLC
Professional Designations
  • CFP® (Certified Financial Planner)
  • AWMA® (Accredited Wealth Management Advisor)
Background

John is a true Austinite.  A third generation south Austin native.  He has seen a sleepy college town, that occasionally acted as the legislative center of Texas, evolve into the tech giant and traffic jam that it is today.  He proudly continued the family tradition of attending The University of Texas where he earned a degree in Economics with a business foundation certificate from the Red McCombs School of Business in 2012.

John started his professional career at Austin Wealth Management directly out of school where he first became licensed and began his “on the job” education as a support advisor.  Eager to jump start his career in financial planning, he pursued an intensive two year training program in Houston with UBS Financial Services. He learned and practiced a variety of investment philosophies, planning concepts, tax minimization strategies and small business strategies.  During this time he earned the CFP® and AWMA® to further his understanding of complex financial planning strategies.  Now back home in Austin, we couldn’t be more excited to have him back on our team.

John has a true passion for living life to its absolute fullest.  In his free time you will find John hiking the Greenbelt, paddle boarding Lady Bird Lake, playing 9 holes at Butler Pitch & Putt or listening to live music with friends.  He absolutely loves people and cares for his neighbors like they are his own family.

Interest facts about John:

  • Favorites Band/Performer: The Eagles
  • Favorite Movie: The Lord of the Rings Trilogy
  • Favorite Team: Longhorns / LA Rams
  • Favorite Writer: J.K. Rowling

Videos by John Toungate, CFP®
Can Millennials realistically save 20%?
Lessons from our 20s
Index funds out, day trading in?
Thinking about becoming a financial planner?
Do I need this whole life policy?
Are millennials value investors?