Mission Wealth

Financial Services - Santa Barbara, California, US

Mission Wealth Senior Management
Brad Stark

Founder and Chief Compliance Officer

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Seth Streeter

Founder & Chief Impact Officer

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Matthew Adams

CEO / Managing Partner

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Michelle MBA

Partner and Chief Marketing Officer

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Michelle Winkles

Partner and Chief Marketing Officer at Mission Wealth

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Mission Wealth Details

Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States. Mission Wealth’s service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and Inspired Living. Since 2000, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events, and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.

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Employees: 160
HQ: (805) 882-2360
Location: Santa Barbara, California, US
Revenue: 10 - 20 Million
Wealth Management Financial Planning Investment Management Services Estate Planning Portfolio Management Retirement Planning Tax Planning Charitable Activities Asset Protection
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