Year-end Tax Insights!
Alexandra Freres
"I’m passionate about building a thoughtful, scalable finance function at Mission that empowers our teams to make better decisions and drive long-term success."
As Director of Finance at Mission Wealth, Alexandra Freres oversees the firm’s financial strategy, budgeting, and performance reporting to ensure long-term fiscal health and operational efficiency. With extensive experience in financial planning and analysis, she provides key insights that support strategic decision-making and sustainable growth. Alexandra collaborates closely with leadership to enhance processes, optimize resource allocation, and support firm-wide initiatives, including mergers and acquisitions.
Learn About Alexandra Freres
Professional Background
Alexandra began her career in audit at Deloitte in San Francisco, where she spent two years serving clients in the financial services industry. She then transitioned into Deloitte’s Mergers & Acquisitions Transaction Services practice, advising private equity and corporate clients on both buy-side and sell-side transactions, with a focus on software companies. She managed end-to-end due diligence processes, including preparing quality-of-earnings reports, analyzing net working capital trends, and identifying key deal issues for clients. Her experience includes working with global private equity firms managing over $65 billion in assets under management.
In 2025, Alexandra joined Mission Wealth as the firm’s first finance department hire and is building out the internal finance function and leading key initiatives across financial reporting, planning, and operations to support the firm’s strategic growth.
Personal Pursuits
Alexandra lives in Santa Barbara with her husband and rescue dog, Lua. She enjoys spending time outdoors—whether it’s hiking, scuba diving, or traveling. A former Spirit of Fiesta in 2015, she remains passionate about dance and local traditions that celebrate Santa Barbara’s vibrant culture.
Community Impact
Alexandra has been involved with Old Spanish Days—a beloved Santa Barbara tradition celebrating the city’s rich cultural heritage—since childhood. Today, she continues to support the organization and participate in local events that promote history, art, and community connection in Santa Barbara.
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.
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