Year-end Tax Insights!
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."
As a Wealth Advisor Associate at Mission Wealth, Cole Bechtel supports his team in delivering comprehensive financial planning services to clients. He is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through his attention to detail and strong analytical skills, Cole helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term 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.
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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