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Cole Bechtel

In by Mission Wealth

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Cole Bechtel

Wealth Advisor Associate Intern

Santa Barbara

(310) 317-7636

CONTACT Cole Bechtel

"I am driven by the chance to help people feel secure about their financial future while tackling the analytical puzzles that come with markets and planning. I love taking something complex and turning it into a clear path forward for clients especially as markets change and adapt every single day."

Cole is a Wealth Advisor Associate Intern at Mission Wealth. In this role, he collaborates closely with his advisory team, gaining hands-on exposure to the wealth management industry and Mission Wealth’s unique client-centered approach.

This internship provides Cole with valuable insights and a deeper understanding of how Mission Wealth’s team operates to meet clients’ financial goals.

Learn About Cole Bechtel

Professional Background

Cole will receive his bachelors degree in Economics at UC Santa Barbara, where he serve as Portfolio Manager for a $700k+ endowment and lead an investment club focused on building practical financial skills. He has gained experience across wealth management, investment research, and hedge fund strategy through roles at MKT Advisors, and Altus Private Capital. Coles background includes financial modeling, portfolio analysis, and investment due diligence, along with building data-driven tools that help advisors deliver clearer insights to clients. He is especially passionate about helping people make informed long-term decisions by connecting market fundamentals to personalized financial planning.

Personal Pursuits

Cole's interests are surfing, golf, and Settlers of Catan.

Community Impact

Cole is on the board of Wild Soul Animal Rescue.

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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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