Our services include financial planning, investment management, estate planning, risk management, and tax optimization. We specialize in helping our clients maximize their financial wealth and security as reliably as if it were our own.
Mission Wealth is a nationally recognized wealth and investment management firm that delivers comprehensive financial planning tailored to your life. Founded in Santa Barbara in 2000, we’ve grown to serve clients nationwide with a deep commitment to personalized service and trusted advice.
Our team of experienced financial professionals—including CFPs, CPAs, and Wealth Strategy experts—collaborates to provide integrated solutions for investments, retirement planning, tax strategies, estate planning, asset protection, and charitable giving. We specialize in guiding clients through major life events such as retirement, business sales, inheritance, and divorce.
Why choose Mission Wealth? Because we don’t just manage money: we help you live with purpose. Our proactive, goal-based planning keeps you informed, prepared, and empowered to make confident decisions.
To meet with a financial advisor in the Westlake Village, Calabasas, Thousand Oaks or Agoura Hills area, contact us today at (805) 977-8535.
In Thousand Oaks, we often work with successful families, business owners, and retirees who have accumulated meaningful wealth and want greater coordination across investments, taxes, estate planning, retirement, and family legacy. Mission Wealth helps bring those decisions together into one integrated strategy designed to protect what you’ve built, support the people you care about, and create confidence for the years ahead.
25 W Rolling Oaks Drive
Suite 111
Westlake Village, CA 91361
Joey S. Khoury MSFP, CFP®, ABFP®, CSRIC®, CRPS®, AWMA®
Partner, Senior Wealth Advisor, and Director of Behavioral Finance
Mission Wealth specializes in empowering Thousand Oaks retirees, independent women, and professionals.
CFA®, CFP®, CAIA®
Partner and Senior Managing Director
IWA®, ABFP®, AIF®
Partner and Senior Wealth Advisor
MBA, CFP®
Senior Wealth Advisor
CFP®, CFA®
Partner and Senior Wealth Advisor
CFA®, CFP®, CAIA®
Partner and Senior Managing Director
IWA®, ABFP®, AIF®
Partner and Senior Wealth Advisor
MBA, CFP®
Senior Wealth Advisor
CFP®, CFA®
Partner and Senior Wealth Advisor
CFP®
Senior Wealth Advisor
MSFP, CFP®, ABFP®, CSRIC®, CRPS®, AWMA®
Partner, Senior Wealth Advisor, and Director of Behavioral Finance
CFP®
Partner and Senior Wealth Advisor
MBA, CFP®, CIMA®, AWMA™
Partner and Senior Wealth Advisor
CFP®
Partner and Senior Wealth Advisor
Unify every part of your financial life in one plan designed to move you toward your goals.
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Map out decisions like Social Security timing, Medicare enrollment, required withdrawals, and legacy planning so you can live comfortably in retirement.
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Create a lasting legacy based on your wants and wishes.
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Comprehensive tax strategies to help defer, reduce, and better manage any tax burdens.
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We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time.
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Develop a customized financial plan to help integrate all aspects of your finances.
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Understand your liabilities and protect against different kinds of loss.
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Our experienced advisors help women build confidence and security in their finances. From budgeting and investing to retirement, tax planning, and estate decisions, we help women make informed choices for the future.
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Understand your wealth. Make more meaningful decisions. Live with greater intention.
Learn More25 W Rolling Oaks Drive
Suite 111
Westlake Village, CA 91361
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Prefer a phone call? Call us: 805-902-4550
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By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.
