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.
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.
Awards and Recognitions
Top 40 Under 40, the Pacific Coast Business Times
*for award disclosures and methodology, visit awards & rankings
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.