Brian Sottak

CFA^®, CFP^®, CAIA^®

Partner and Managing Director

Brian Sottak

CFA^®, CFP^®, CAIA^®

Partner and Managing Director

"Spend each day trying to be a little wiser than you were when you woke up." - Charlie Munger

Role at Mission Wealth

Brian Sottak serves as a Partner and Managing Director for Mission Wealth. He manages the South West regional teams, delivering customized investment management, financial planning, risk management, and tax strategy solutions to business owners, professionals, and retirees. Brian is also a member of the Mission Wealth Investment Committee, specializing in customized portfolio management and Alternative Investments.

Specializations

Customized Portfolio Management
Alternative Investments
Business Owners
Financial Planning

Contact Information

Team Location: Orange County, Los Angeles, San Diego, Arizona

Departments:

Advisory Team, Partner Group, Investment Committee

bsottak@nullmissionwealth.com

(805) 690-3908

Professional Background

Brian has over 17 years of global multi-asset investment management experience for institutional & private clients across portfolio management, client advising, trading, research, and risk management. He has worked for premier investment firms in San Francisco, the Silicon Valley, and London across the traditional investment management, hedge fund, investment banking, and corporate finance worlds.

Brian has a Bachelor of Science in Business Administration with a concentration in Financial Management from Cal Poly San Luis Obispo.

Credentials

Chartered Financial Analyst^®

The CFA^® Program measures the competence and integrity of financial analysts and emphasizes the highest ethical and professional standards. CFA^® candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis. Earning the CFA^® charter demonstrates mastery of the skills most needed for real-world investment analysis, portfolio management and decision making in today’s fast-evolving global financial industry.

Certified Financial Planner^®

To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP^® professionals must also complete continuing education programs each year to maintain their certification status.

Chartered Alternative Investment Analyst^®

This is the globally-recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments, which include private equity, hedge funds, commodities and real estate, among others. Those who have earned the designation successfully pass both the Level I & II exams; have more than one year of qualifying work experience (or four years of professional experience); maintain annual membership dues and abide by the membership agreement.

Personal Pursuits

Seven years ago, Brian moved back to his hometown of Santa Barbara and joined Mission Wealth after spending over a decade working in the Bay Area and abroad. Brian enjoys spending quality family time with his wife, Christina, their two young sons, Jack and Warren, and their Australian Labradoodle, Charlie. Brian is an avid golfer and enjoys staying active as much as possible. He loves to travel and has a passion for cars, investments, food, wine, and real estate.

Awards & Recognition

2019 Pacific Coast Business Times Top 40 Under 40. Disclosures.

Spotlight on Brian Sottak

In this interview from January of 2018, Brian discusses the rewarding experience he has gained from working with his clients, how he likes to spend his time outside of Mission Wealth and what a day on the job looks like for him.

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