Evan Elig

Evan Elig

In by Mission Wealth

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Evan Elig

AAMS™, AWMA™

Wealth Advisor Associate

San Diego

(858) 255-7727

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"For me, the joy lies in witnessing the transformation of uncertainty into empowerment as our clients gain a deeper understanding of their financial landscape and chart a course towards a brighter future."

Evan Elig is a Wealth Advisor Associate at Mission Wealth, serving individuals and businesses in San Diego, California and the surrounding area. Evan works closely with his team of expert advisors to analyze clients' current financial data and create customized financial plans, comprehensive wealth management reviews, and detailed year-end reporting. 

"For me, the joy lies in witnessing the transformation of uncertainty into empowerment as our clients gain a deeper understanding of their financial landscape and chart a course towards a brighter future."

Evan Elig is a Wealth Advisor Associate at Mission Wealth, serving individuals and businesses in San Diego, California and the surrounding area. Evan works closely with his team of expert advisors to analyze clients' current financial data and create customized financial plans, comprehensive wealth management reviews, and detailed year-end reporting. 

Learn About Evan Elig

Professional Background

Evan Elig started his financial career at American Assets Capital Advisers, an investment manager specializing in real estate securities. During this time, he gained valuable experience in market analytics and investment strategy. He joined Mission Wealth in 2024, driven by a passion for building meaningful client relationships and providing personalized financial guidance.

Evan earned his Bachelor of Arts in Economics from Princeton University, holds a Series 65 license, and has earned both the Accredited Asset Management Specialist (AAMS®) and Accredited Wealth Management Advisor (AWMA®) designations. He is also working toward his CERTIFIED FINANCIAL PLANNER® designation.

Personal Pursuits

Born and raised in San Diego, Evan enjoys surfing, skiing, and swimming. And if he’s not enjoying outdoor activities, he is probably traveling to new places or spending time with his friends and family. Evan is also an avid baseball fan, so don’t hesitate to say hi if you ever see him at a Padres game.

Community Impact

Evan volunteers for Friends of the Poor, a non-profit service organization providing relief efforts in San Diego and Tijuana. In addition to this, and the occasional beach cleanup, he always enjoys service opportunities with his colleagues at Mission Wealth.

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Mission Wealth Success Story

A client who recently sold her business needed a comprehensive wealth management plan. The client was referred to Mission Wealth to help guide her through a recent business transition and the subsequent tax, estate planning, and investment planning needs.

We conducted an in-depth analysis of her situation including a comprehensive tax and estate plan review to ensure her affairs were organized in the most tax-efficient way. The cash flow analysis uncovered additional income needs that we complemented with covered calls on concentrated stock holdings. Additionally, we were able to further increase her income with access to alternative assets.

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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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