"At Mission Wealth, we are constantly striving to identify new ways to improve our client’s lives and help them achieve their financial goals. I am proud to be a part of a rapidly growing and evolving firm by focusing on strategic growth initiatives, operational improvements, and business and technology efficiencies."
As Director of Strategic Initiatives, David leads the development and execution of key projects that enhance Mission Wealth’s digital capabilities and operational efficiency. He focuses on identifying opportunities to leverage technology, streamline processes, and support firmwide growth initiatives.
Collaborating closely with leadership across departments, David drives innovation by aligning strategic priorities with technology solutions that elevate the client and advisor experience. His work ensures that Mission Wealth continues to stay ahead of industry trends while maintaining scalable, secure, and forward-thinking systems.
Learn About David Lee
Professional Background
Prior to joining Mission Wealth, David Lee served as CFO and COO at Jordan Park, an independent financial advisory firm, based in San Francisco. He led Jordan Park’s acquisition of Perspecta Trust, a New Hampshire-based non-depository trust company. Prior to Jordan Park, David held leadership roles at various technology companies. He started his career as an investment banker with JP Morgan and Goldman Sachs. Between his time at JP Morgan and Goldman Sachs, he also was at KKR Credit as a credit analyst.
Personal Pursuits
David is based in the San Francisco Bay Area, where he is devoted to his two children. He is his daughter’s number one cheerleader while she is on the volleyball court. He also tries his best to keep up with his son on the mountain bike, but is slowly acknowledging that it is a losing battle. David still races his bicycle in Northern California against people his own age.
Community Impact
David is a volunteer co-head coach of his son’s high school mountain bike racing team. His son’s high school is one of the oldest and largest National Interscholastic Cycling Association (NICA) teams in the United States. His son’s team won 2024 and 2025 Northern California NICA championships. David is an active member in the community, supporting NICA’s mission of “building strong minds, bodies, character, and communities through cycling.”
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.