Austin Delery, CFP®, CEPA®



Financial Planner
Austin Delery, CFP®, CEPA®

Financial Planner


Austin Delery, CFP®, CEPA®



Austin joined Socha Capital in 2026 with 11 years of industry experience as a Senior Wealth Manager and Financial Planner. Austin’s attention to detail and commitment to always-be-improving mentality, delivers consistent clarity, communication, and financial success for clients. Bringing organization to cash flow and structural alignment to entrepreneurs and their family’s personal wealth is paramount to Austin’s fulfillment of achievement.


“Multi-generational financial success is not attained without a team that is driving real actionable strategy upon a family’s taxation, investments, insurance, estate, and cash flow. This cornerstone to Socha Capital’s culture, and it is exactly why I joined this incredible team.” - Austin Delery, CFP®, CEPA®


Austin graduated from Louisiana State University with a bachelor’s in finance specializing in LSU’s CFP Board Registered Program. During his professional career, he has become credentialed as a CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor (CEPA), which require professionals to complete extensive training and adhere to a strict code of ethical standards. Furthermore, Austin holds the Series 7 registration, all of these studies contribute to the pursuit of helping clients bring structure and clarity to their financial lives, so that their wealth supports both present needs and future aspirations.


In his free time, Austin is a member of many different volunteer and community programs such as: a 5-year mentor with Son of a Saint in New Orleans, a 3-year mentor with Finserv®, volunteer with New Orleans Recreation Department and the Monumental Task Committee, shelf stocker at LowerNine’s Food Pantry, a frequent foster to shelter dogs, Board Member of the New Orleans Opera Association and Youth Leadership Council, and an avid competitor/supporter of Nola Motorsports Racetrack. History is something to be learned and revered, therefore Austin is a compatriot of the Sons of the Revolution, Sons of the American Revolution, Descendent of the Founder’s Society of the City of New Orleans, and the War of 1812 Society. When Austin’s outside of bayou country, he either facilitates a Formula One® race nationally/internationally or he can be found back in his home state of Colorado visiting family, snowboarding, white-water rafting and climbing 14,000ft mountains any chance he gets. Last but not the least, Austin shares this life with his wife Kelsey, their 2 children Charlotte and J.T., the 3 beloved dogs Molly, Cali, and Blanca and finally their dinosaur-sized Tortoise Siracha.


Core Skills & Areas of Expertise

  • Private Wealth Management
  • Tax Strategies for Entrepreneurs
  • Insurance & Risk Management Solutions
  • Project Management & Client Services

Credentials:

  • B.A. in Finance, Louisiana State University
  • CERTIFIED FINANCIAL PLANNER®
  • Certified Exit Planning Advisor (CEPA)
  • FINRA Series 7