Portrait of Brad Stark

Brad Stark MS, CFP®

Co-Founder, Chief Financial Officer, and Chief Compliance Officer

Based in Lisle, Brad brings a founder’s perspective and more than 30 years of industry experience to Mission Wealth’s compliance culture, strategic direction, investment oversight, and continued commitment to clients.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
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How Brad Sets Mission Wealth Apart

  • Brings a founder’s perspective to strategy and compliance
  • Protects a transparent, client-first service model
  • Connects strong standards with practical client care
  • Shares decades of insight across leadership and investment decisions

What Brad is Proud to Help Build

  • Mission Wealth’s founding principles for the next generation
  • A culture of trust, accountability, and collaboration
  • Stronger leaders through mentorship
  • High standards that endure as the firm grows

What Clients Say

Brad Stark is the Co-Founder, CFO, and CCO of Mission Wealth, a leading wealth management firm that has been recognized as one of America’s “Top Wealth Managers.” With his extensive experience in the financial industry, Brad is a key member of the firm’s Leadership Team, Investment Committee and Board Member. He is responsible for providing visionary leadership and driving the strategic direction of the company to achieve its mission of helping clients achieve their financial goals.

I feel best when I make a difference in someone’s life.

—Brad Stark, Co-Founder, Chief Financial Officer, and Chief Compliance Officer

Professional Background

Brad Stark entered the finance industry straight from UCSB and has become recognized as one of America’s “Top Wealth Managers.” He founded Mission Wealth in an effort to provide advice and an experience that clients deserved: a high standard of quality that he would expect himself as a client. While the firm has grown over the years, he is proud to this day that the business has not lost its original priority of putting the needs of clients first. (Mission Wealth has been a fiduciary since the founding of the firm in March 2000.) Brad believes the firm owes its success to the client relationships that have been built together over the decades and the excellent and talented people that have joined Mission Wealth’s quest for excellence.

Brad has a Bachelor of Arts in Business Economics from University of California, Santa Barbara (UCSB), as well as a Master of Science in Financial Planning from the College for Financial Planning. Brad was an adjunct professor of finance from 2008-2012 for the MVS School of Business and Economics at CSU Channel Islands.

His certifications include Master of Science in Financial Planning and CERTIFIED FINANCIAL PLANNER™.

California Insurance License #0B09374.

Personal Pursuits

When he’s not working, Brad enjoys spending time with his wife traveling, attending shows and rescuing stray animals. He’s an avid traveler, golf enthusiast, and music lover.

Community Impact

In addition to his work at Mission Wealth, Brad is actively involved in the community with a focus on education. He also serves as a board member for the Adizes Institute, a global organization dedicated to improving the performance and management of businesses and governments.

Awards

  • Top 40 Under 40

    Pacific Coast Business Times

  • Who’s Who in Banking and Finance

    Pacific Coast Business Times

  • Top 100 Independent B/D Advisors

    Registered Rep Magazine

*for award disclosures and methodology, visit awards & rankings

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About Mission Wealth

Consolidate Your Wealth Journey With Our In-House Wealth Strategy Team | Mission Wealth

From Vision to Purpose | The Story Behind Mission Wealth’s Inception with Brad Stark

Awards

  • Top 40 Under 40

    Pacific Coast Business Times

  • Who’s Who in Banking and Finance

    Pacific Coast Business Times

  • Top 100 Independent B/D Advisors

    Registered Rep Magazine

*for award disclosures and methodology, visit awards & rankings

Smiling man in a blazer and checkered shirt against a neutral background, representing Adella Frender's professional image.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

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Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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Smiling man in a blazer and checkered shirt against a neutral background, representing Adella Frender's professional image.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an introduction
to Brad Stark.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Brad and Mission Wealth may be the right fit to support your life and financial goals.