Brian Sottak Partner and Managing Director Mission Wealth

Brian Sottak

In by Mission Wealth

Brian Sottak Partner and Managing Director Mission Wealth

Brian Sottak

CFA®, CFP®, CAIA®

Partner and Managing Director

Santa Barbara, Los Angeles, San Diego, Scottsdale

(805) 690-3908

CONTACT BRIAN

Brian Sottak

CFA®, CFP®, CAIA®

Partner and Managing Director

Santa Barbara, Los Angeles, San Diego, Scottsdale

(805) 690-3908

CONTACT BRIAN

"I am passionate about making a meaningful impact on my clients' lives through customized investment management, financial planning, risk management, and tax strategy solutions. It is truly rewarding to see my clients achieve their financial goals and to know that I played a part in helping them get there."

Brian Sottak is a Partner and Managing Director at Mission Wealth, leading the Southwest regional teams, including Santa Barbara, Los Angeles, Irvine, and San Diego California; and Scottsdale and Tucson, Arizona areas. He provides tailored financial planning, investment management, risk management, and tax strategy solutions to business owners, professionals, and retirees. Brian is also a member of the Mission Wealth Investment Committee, where he specializes in customized portfolio management and Alternative Investments.

"I am passionate about making a meaningful impact on my clients' lives through customized investment management, financial planning, risk management, and tax strategy solutions. It is truly rewarding to see my clients achieve their financial goals and to know that I played a part in helping them get there."

Brian Sottak is a Partner and Managing Director at Mission Wealth, leading the Southwest regional teams, including Santa Barbara, Los Angeles, Irvine, and San Diego California; and Scottsdale and Tucson, Arizona areas. He provides tailored financial planning, investment management, risk management, and tax strategy solutions to business owners, professionals, and retirees. Brian is also a member of the Mission Wealth Investment Committee, where he specializes in customized portfolio management and Alternative Investments.

Learn About Brian Sottak

Professional Background

Brian Sottak brings over 17 years of multi-asset investment management experience to Mission Wealth. He has a proven track record in portfolio management, client advising, trading, research, and risk management for institutional and private clients. Brian has worked for top-tier investment firms in San Francisco, Silicon Valley, and London across the traditional investment management, hedge fund, investment banking, and corporate finance sectors.

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

His certifications include Certified Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Chartered Alternative Investment Analyst®.

Personal Pursuits

After over a decade of working in the Bay Area and abroad, Brian moved back to his hometown of Santa Barbara seven years ago to join the company. He values quality family time and enjoys spending it with his wife, Christina, their two young sons, Jack and Warren, and their Australian Labradoodle, Charlie. When Brian's not with his family, he's an avid golfer who loves to stay active. He also has a passion for cars, investments, food, wine, and real estate, and enjoys traveling.

Community Impact

Brian is a dedicated member of the Santa Barbara community and has contributed his time and resources to support various organizations including the Children's Heart Foundation, American Cancer Society, Toys for Tots, and the Movember Foundation.

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Awards and Recognitions

Top 40 Under 40, the Pacific Coast Business Times

*for award disclosures and methodology, visit awards & rankings

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Mission Wealth Success Story

A fee and value conscious investor was reluctant to adopt a one-size fits all approach. Mission Wealth used alternatives in the Private Credit and Private Real Estate sectors in order to build a custom, high-yielding portfolio. Additionally, a portion went into Middle Market Loans to small and mid-cap companies. Both strategies utilized short-term and floating-rate loans with competitive risk-adjusted yields. These provided a nice compliment to an individual bond ladder, traditional high yield, and floating rate fixed income.

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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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