“Planning is important, but the most important part of every plan is to plan on the plan not going according to plan.”
As a Wealth Advisor at Mission Wealth, Creede Murphy works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Creede delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Creede leverages his expertise to provide clients with tailored advice and guidance.
Learn About Creede Murphy
Professional Background
When Creede's architecture career was put on hold by the Global Financial Crisis, he came to San Diego to get an MBA and specifically to study portfolio management from the man who won a Nobel Prize for inventing Modern Portfolio Theory. Creede spent the next ~15 years putting into practice what he learned in investment management—analyzing stocks, bonds, derivatives, alternatives, and managing dozens of hedge funds, mutual funds, and separate accounts. As Chief Operating Officer and Portfolio Manager at American Assets Capital Advisers, Creede and his business partner grew a startup asset management firm from $1 million of assets to over $1 billion, raising hundreds of millions in client capital, and won multiple awards for performance from Lipper Fund Awards (2021: Best Real Estate Fund over 3 years & Best Real Estate Fund over 5 years) and Hedge Fund Magazine (2016: Equity Fund of the Year).
Creede enjoys the financial markets and investment management, but what really excites him is connecting money to purpose: helping people make better decisions, avoid mistakes, and take control of their lives and future. He believes money is just a tool to help reach our life goals - it’s not just about optimizing performance returns, it’s about optimizing people’s lives and optimizing fulfillment.
Personal Pursuits
Creede loves to travel and has visited more than 100 countries across all 7 continents. Some of his favorites include sailing in Santorini, hiking the Inca Trail to Machu Picchu, and honeymooning in Bora Bora with his smart and beautiful wife of 5 years. They now have a delightful 2-year-old boy, Oliver, who lights up their lives. They love living by the beach and enjoy daily sunset walks together as a family.
Community Impact
In recent years, with a newborn and building a business, Creede has not been as active, but he used to help build homes for Habitat for Humanity as a licensed Architect, and he likes to help with local beach and nature clean-ups. Some causes he is passionate about include nature conservation, sustainable eco-design, financial literacy, and just about any cause focused on helping children.
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.