Brad Stark Mission Wealth Founder and CCO

Brad Stark

In by Mission Wealth

Brad Stark Mission Wealth

Brad Stark

MS, CFP®, AAMS®, CMFC

Founder and Chief Compliance Officer


Brad Stark Mission Wealth

Brad Stark

MS, CFP®, AAMS®, CMFC

Founder and Chief Compliance Officer

“I feel best when I make a difference in someone’s life.”

Role at Mission Wealth

Brad Stark is Co-Founder and Chief Compliance Officer of Mission Wealth, which has been recognized as one of America’s “Top Wealth Managers.” Mr. Stark is a member of the firm’s Leadership Team and Investment committee. It is his visionary excellence in the financial industry that drives the strategic direction of the firm.


Contact Information

Department:

Compliance Team, Partner Group, Strategy Team, Leadership Team, Mergers & Integrations

Professional Background

Brad entered the finance industry straight from UCSB and has become recognized as one of America’s “Top Wealth Managers.” He founded Mission Wealth in an effort to provide advice and an experience that clients deserved: a high standard of quality that he would expect himself as a client. While the firm has grown over the years, he is proud to this day that the business has not lost its original priority of putting the needs of clients first. (Mission Wealth has been a fiduciary since the founding of the firm in March 2000.) Brad believes the firm owes its success to the client relationships that have been built together over the decades and the excellent and talented people that have joined Mission Wealth's quest for excellence.


Brad has a Bachelor of Arts in Business Economics from University of California, Santa Barbara (UCSB), as well as a Master of Science in Financial Planning from the College for Financial Planning. Brad was an adjunct professor of finance from 2008-2012 for the MVS School of Business and Economics at CSU Channel Islands. 

Credentials

Personal Pursuits

Born and raised in Los Angeles, Brad and his wife have enjoyed living in Westlake Village for over 20 years. His interests include travel, golf, sports and music.


Brad sits on a number of non-profit boards / councils, mostly focused in the area of education. He is also a Board Member of the Adizes Institute.


Awards & Recognition

Brad has been named by the Pacific Coast Business Times as “Top 40 Under 40,” and he's routinely recognized in their “Who’s Who In Banking and Finance” section. He is also ranked as one of America’s “Top 100 Independent B/D Advisors” by Registered Rep magazine. Disclosures.

Top 40 Under 40 WHOS-WHO In Banking and Finance

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