Seth Streeter Co-Founder and Chief Impact Officer

Seth Streeter

In by Mission Wealth

Seth Streeter Founder and Chief Impact Officer Mission Wealth

Seth Streeter

MS, CFP®, CDFA

Founder and Chief Impact Officer

CONTACT SETH

Seth Streeter

MS, CFP®, CDFA

Founder and Chief Impact Officer

CONTACT SETH

"Each day, I'm inspired by the opportunity to assist individuals in harnessing their unique talents and passions, enabling them to experience true joy and make a significant impact on the world around them. Seeing people flourish as they discover and apply their strengths, and contribute meaningfully to their communities, brings me a profound sense of fulfillment."

Seth Streeter, the visionary Founder and Chief Impact Officer of Mission Wealth, plays a pivotal role in shaping the company's award-winning culture, spearheading philanthropic endeavors, and managing strategic merger and integration partnerships. Under Seth's transformative leadership, Mission Wealth has developed its exclusive Inspired Living service offering, which has been elevating the holistic financial management experience for clients since 2015. As a thought leader in the wealth management industry, Seth Streeter's innovative approach to financial planning and wealth management continues to garner recognition, solidifying Mission Wealth's position as a leading provider of comprehensive financial services.

"Each day, I'm inspired by the opportunity to assist individuals in harnessing their unique talents and passions, enabling them to experience true joy and make a significant impact on the world around them. Seeing people flourish as they discover and apply their strengths, and contribute meaningfully to their communities, brings me a profound sense of fulfillment."

Seth Streeter, the visionary Founder and Chief Impact Officer of Mission Wealth, plays a pivotal role in shaping the company's award-winning culture, spearheading philanthropic endeavors, and managing strategic merger and integration partnerships. Under Seth's transformative leadership, Mission Wealth has developed its exclusive Inspired Living service offering, which has been elevating the holistic financial management experience for clients since 2015. As a thought leader in the wealth management industry, Seth Streeter's innovative approach to financial planning and wealth management continues to garner recognition, solidifying Mission Wealth's position as a leading provider of comprehensive financial services.

Learn About Seth Streeter

Professional Background

A distinguished thought-leader in Life-Centered Planning, Seth Streeter empowers individuals to redefine wealth beyond financial metrics, paving the way for more balanced, impactful, and fulfilling lives. In 2016, he delivered a TEDx talk, The Untethered Life: Wealth Redefined, which catapulted him to prominence as a sought-after speaker at industry conferences, media appearances, and various podcast programs.

As an in-demand expert within the financial industry, Seth shares his knowledge as a faculty instructor with the Limitless Advisors coaching program and has been featured in esteemed media outlets such as Fidelity Fin PointBarron’s Advisor, Forbes, Kitces PodcastRegistered Investment Advisors Insights, Beyond CapitalMercerBetween Now and Success with Steve Sanduski, Mercer Capital, Becoming Referable podcast with Julie Littlefield, Mitch Anthony, and First Clearing.

Seth holds a Bachelor of Arts with honors in both Communication and Sociology from the University of California, Santa Barbara (UCSB) and a Master of Science in Financial Planning from the College for Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst®.

For more information about Seth or to inquire about organizing a program for your chapter or forum, visit sethstreeter.com.

Dannell Stuart Volunteering

Personal Pursuits

Seth calls sunny Santa Barbara, California home and delights in being an engaged father to his daughter and son. Throughout their childhood, he cherished coaching their youth sports teams, accompanying them on volunteer trips abroad, and speaking at their schools. Now, as young adults, his children have become his guides to staying current with the latest language and music trends. Seth's passions include traveling, connecting with captivating individuals, embracing nature through exercise, pursuing lifelong learning, and embarking on a never-ending quest to discover the world's finest chocolate chip cookie.

Community Impact

Seth is a dedicated member of YPO (Young Presidents' Organization), where he has held various leadership roles. He served as the Global Chair of the YPO Financial Services Network, contributed to the Boards of the Leadership Development and Health & Wellness Networks, founded the Inspired Living subnetwork, and acted as a founding member and Board member of the YPO Pacific One regional chapter.

Deeply committed to community service, Seth has been involved with numerous nonprofit organizations and has spearheaded several impactful programs. He introduced the innovative Fast Pitch SB program to Santa Barbara, CA, which has empowered 40 nonprofits with essential training, exposure, volunteers, and cash prizes to enhance their capabilities. Seth also founded SustainableFuture.org, a nonprofit aimed at uniting businesses, nonprofits, schools, faith-based groups, and public sector agencies to collaboratively address climate change concerns. As an active member of Social Venture Partners, he has provided invaluable consultation to nonprofit organizations.

Dannell Stuart Volunteering

Awards and Recognitions

Top 250 Wealth Advisors in the Nation, Worth Magazine (2008)
Who's Who in Banking & Finance, Pacific Coast Business Times
Top 100 Visionary Leaders, Real Leaders Magazine

*for award disclosures and methodology, visit awards & rankings

Spotlight on Andy Penso

Working at Mission Wealth

"Having founded Mission Wealth over 20 years ago, I still feel incredibly fortunate to work here every day. Making a real difference in people's lives is at the heart of everything we do, and it's a privilege to be part of a team that is committed to not only helping our clients achieve their financial goals, but also contributing to positive change in the world through our philanthropic efforts. I take great pride in our award-winning culture, and am inspired by my colleagues who share my passion for serving others."

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.

CONTACT US

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.

CONTACT US