Kyle Buffo CFP®
Client Development Advisor
Mission Wealth specializes in empowering Newport Beach retirees, independent women, and professionals.
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Newport Beach, CA
Speak with a local Newport Beach, CA Financial Advisor
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.
About Mission Wealth's Services
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 Newport Beach, CA area, contact us today at (949) 288-4130.
Serving clients in Newport Beach and across Orange County has allowed me to build meaningful relationships with families as they work toward the life they envision. There is nothing more rewarding than helping clients move forward with confidence, knowing our planning can have a positive impact on their lives and the goals that matter most.
— Claudia Arnold
Partner and Senior Wealth Advisor
120 Newport Center Drive
Suite 225
Newport Beach, CA 92660
Meet our Wealth Advisors who serve clients in Newport Beach
Meet The Full Team
Brian Sottak
CFA®, CFP®, CAIA®
Partner and Senior Managing Director
Claudia Arnold
IWA®, ABFP®, AIF®
Partner and Senior Wealth Advisor
Creede Murphy
MBA, CFP®
Wealth Advisor
Daniele Beasley
MBA, CFP®
Senior Wealth Advisor
Greg Prince
CFP®, CFA®
Partner and Senior Wealth Advisor
Jeremy Cumbee
CFP®
Senior Wealth Advisor
Jeremy Ragar
MFin, CFA®, CFP®
Partner and Senior Wealth Advisor
Joey S. Khoury
MSFP, CFP®, ABFP®, CSRIC®, CRPS®, AWMA®
Partner, Senior Wealth Advisor, and Director of Behavioral Finance
Brian Sottak
CFA®, CFP®, CAIA®
Partner and Senior Managing Director
Claudia Arnold
IWA®, ABFP®, AIF®
Partner and Senior Wealth Advisor
Creede Murphy
MBA, CFP®
Wealth Advisor
Daniele Beasley
MBA, CFP®
Senior Wealth Advisor
Greg Prince
CFP®, CFA®
Partner and Senior Wealth Advisor
Jeremy Cumbee
CFP®
Senior Wealth Advisor
Jeremy Ragar
MFin, CFA®, CFP®
Partner and Senior Wealth Advisor
Joey S. Khoury
MSFP, CFP®, ABFP®, CSRIC®, CRPS®, AWMA®
Partner, Senior Wealth Advisor, and Director of Behavioral Finance
Julianna Rote
CFP®
Partner and Senior Wealth Advisor
Lisa Murphy
MPS, CFP®
Partner and Senior Wealth Advisor
Mitch Grushen
CFP®
Partner and Senior Wealth Advisor
Oliver Schulten
CFP®, AWMA™, AAMS™
Senior Wealth Advisor
Rick D. Gonzalez
MBA, CFP®, CIMA®, AWMA™
Partner and Senior Wealth Advisor
Services Offered
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Wealth Management
Unify every part of your financial life in one plan designed to move you toward your goals.
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Retirement Planning
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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Trust & Estate Planning
Create a lasting legacy based on your wants and wishes.
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Tax Planning
Comprehensive tax strategies to help defer, reduce, and better manage any tax burdens.
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Investment Management
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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Financial Planning
Develop a customized financial plan to help integrate all aspects of your finances.
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Asset Protection & Risk Management
Understand your liabilities and protect against different kinds of loss.
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Women on a Mission
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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Psychology of Wealth
Understand your wealth. Make more meaningful decisions. Live with greater intention.
Learn MoreOffice Location and Contact
120 Newport Center Drive
Suite 225
Newport Beach, CA 92660
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