Brian Sottak CFA®, CFP®, CAIA®
Based in Santa Barbara, Brian combines regional leadership, investment expertise, and direct client experience to strengthen Mission Wealth’s Southwest teams and expand the firm’s ability to serve complex client needs.
Ways to Connect
How Brian Sets Mission Wealth Apart
- Combines regional leadership with sophisticated client experience
- Brings portfolio and alternative-investment expertise to firmwide decisions
- Gives high performers meaningful responsibility
- Aligns teams around shared values and service standards
What Brian is Proud to Help Build
- Continued growth across the country
- Clear advancement and partnership opportunities
- Stronger regional advisory teams
- A deeper bench of future leaders
Brian Sottak is a Partner and Senior Managing Director at Mission Wealth, leading the Southwest regional teams, including Santa Barbara, Los Angeles, Irvine, and San Diego, California, and Scottsdale and Tucson, Arizona.
Brian is also a member of the Mission Wealth Board of Directors, the Mission Wealth Leadership Team, and the Mission Wealth Investment Committee, where he specializes in customized portfolio management and Alternative Investments.
In addition to his leadership responsibilities, Brian provides customized investment management, tailored financial planning, risk management, and tax strategy solutions to business owners, professionals, and retirees.
I am passionate about making a meaningful impact on my clients' lives through customized investment management, financial planning, risk management, and tax strategy solutions. It is truly rewarding to see my clients achieve their financial goals and to know that I played a part in helping them get there.
Professional Background
Brian Sottak brings two decades of investment management experience to Mission Wealth. He has a proven track record in portfolio management, complex planning, trading, research, and risk management for institutional and private clients. Brian has worked for top-tier investment firms in San Francisco, Silicon Valley, and London across the traditional investment management, hedge fund, valuation/investment banking, and corporate finance sectors.
Brian has a Bachelor of Science in Business Administration with a concentration in Financial Management from Cal Poly San Luis Obispo. His certifications include Certified Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Chartered Alternative Investment Analyst®.
Personal Pursuits
After over a decade of working in the Bay Area and abroad, Brian moved back to his hometown of Santa Barbara in 2016 to join Mission Wealth. He values quality family time and enjoys spending it with his wife, Christina, their sons, Jack and Warren, their daughter, Georgia, and their Australian Labradoodle, Charlie. When Brian’s not with his family, he’s an avid golfer who loves to stay active. He also has a passion for cars, investments, food, sports, wine, and real estate, and enjoys traveling.
Community Impact
Brian Sottak is a dedicated member of the Santa Barbara community. He volunteers throughout the year as a head coach for GVSLL (Goleta Valley South Little League), AYSO (American Youth Soccer Organization), and the Page Youth Center basketball league.
Awards
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Top 40 Under 40
the Pacific Coast Business Times
*for award disclosures and methodology, visit awards & rankings
Awards
-
Top 40 Under 40
the Pacific Coast Business Times
*for award disclosures and methodology, visit awards & rankings
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Our team.
Meet the experts in your corner.
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