Alexia Soto Portfolio Administrator Mission Wealth

Alexia Soto

In by Mission Wealth

Alexia Soto Portfolio Admin

Alexia Soto

Investment Operations Associate

(805) 882-2360

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"Being a part of Mission Wealth lets me channel my passion for helping others into ensuring our clients reach their financial goals. Every day, I feel lucky to be in a role where I can make a difference and offer top-notch service."

Alexia Soto is an Investment Operations Associate at Mission Wealth and plays a critical role in ensuring the accuracy and integrity of all portfolio management data. She is responsible for a wide range of tasks, including cost basis reporting, performance reporting, and trading data. Alexia's meticulous attention to detail and strong organizational skills allow her to manage a high volume of data with ease, ensuring that all portfolio information is up-to-date and readily accessible to the team. She takes pride in her work and is committed to delivering the highest quality service to clients, helping them to achieve their financial goals with confidence and ease.

"Being a part of Mission Wealth lets me channel my passion for helping others into ensuring our clients reach their financial goals. Every day, I feel lucky to be in a role where I can make a difference and offer top-notch service."

Alexia Soto is an Investment Operations Associate at Mission Wealth and plays a critical role in ensuring the accuracy and integrity of all portfolio management data. She is responsible for a wide range of tasks, including cost basis reporting, performance reporting, and trading data. Alexia's meticulous attention to detail and strong organizational skills allow her to manage a high volume of data with ease, ensuring that all portfolio information is up-to-date and readily accessible to the team. She takes pride in her work and is committed to delivering the highest quality service to clients, helping them to achieve their financial goals with confidence and ease.

Learn About Alexia Soto

Professional Background

Before joining Mission Wealth, Alexia worked at a family-owned and operated construction company, Soto's General Construction in the Chicagoland area for four years. Before that Alexia worked as a teller sales associate, at Mainsource Bank which is now known as First Financial. Throughout her time with both organizations she gained valuable knowledge pertaining to communication, as well as effectively building and maintaining long-lasting client relationships.

In 2020, Alexia obtained her Bachelor of Science in Business in Marketing from Purdue University Northwest.

Personal Pursuits

Alexia looks forward to spending the weekends outdoors with her husband and two sons. She also enjoys creative hobbies such as art and photography, as well as listening to a wide variety of musical genres. Alexia also enjoys visiting the museums, parks, and beaches in her area.

Community Impact

When she's not making a difference in Mission Wealth's clients' lives, she is making a difference in her community by volunteering at her local YMCA.

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Awards and Recognitions

Chicago Golden Gloves contender in 2009

*for award disclosures and methodology, visit awards & rankings

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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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