Geoff Gaggs Partner and Client Advisor Mission Wealth

Geoff Gaggs

In by Mission Wealth

Geoff Gaggs, Senior Wealth Advisor and Partner

Geoff Gaggs

MS, CFP®

Partner and Senior Wealth Advisor

Santa Barbara, CA

(805) 690-3904

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"What excites me is listening to what my clients want to get done, assisting with developing a plan, and then being personally accountable to helping to get each item completed. Some tasks are within my office and some involve my interaction with my clients’ other professionals, such as their estate attorney, CPA, or other trusted advisor. I enjoy being involved from beginning to end and love getting things done!"

Geoff Gaggs is a Senior Wealth Advisor and Partner at Mission Wealth with over 30 years of experience serving high-net-worth families. He takes a personalized approach to financial planning, working closely with clients to understand their unique goals and financial circumstances. Geoff develops customized strategies integrating risk management and tax planning to maximize outcomes. With extensive investment experience and access to an open-architecture platform, he provides expert guidance on which existing investments should be retained or sold based on tax considerations and client preferences.

Geoff specializes in multi-generational planning, helping families across the U.S. navigate complex financial and estate planning strategies to preserve wealth and minimize taxes across generations.

"What excites me is listening to what my clients want to get done, assisting with developing a plan, and then being personally accountable to helping to get each item completed. Some tasks are within my office and some involve my interaction with my clients’ other professionals, such as their estate attorney, CPA, or other trusted advisor. I enjoy being involved from beginning to end and love getting things done!"

Geoff Gaggs is a Senior Wealth Advisor and Partner at Mission Wealth with over 30 years of experience serving high-net-worth families. He takes a personalized approach to financial planning, working closely with clients to understand their unique goals and financial circumstances. Geoff develops customized strategies integrating risk management and tax planning to maximize outcomes. With extensive investment experience and access to an open-architecture platform, he provides expert guidance on which existing investments should be retained or sold based on tax considerations and client preferences.

Geoff specializes in multi-generational planning, helping families across the U.S. navigate complex financial and estate planning strategies to preserve wealth and minimize taxes across generations.

Learn About Geoff Gaggs

Professional Background

Geoff Gaggs is a seasoned financial professional, widely recognized as an expert in his field. He frequently speaks on financial-related topics for a variety of Southern California organizations. In addition to his work as a public speaker, Geoff has also appeared on ABC affiliate KEYT Television, providing expert commentary on financial issues.

Leading publications, including Money Magazine, the Santa Barbara News-Press, and Coastal Woman Magazine, have sought Geoff's expertise and insights. His thoughtful analysis and commentary have earned him a reputation as a trusted financial guidance and advice source. Whether speaking to a large audience or providing insights for a media publication, Geoff is committed to helping people make informed financial decisions.

Geoff has a Bachelor of Science in Business Finance from California State University Northridge and a Master of Science in Financial Planning with honors from the College for Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER™.

California Insurance License #0B95744.

Personal Pursuits

Geoff is a Santa Barbara, CA native who shares a love of sports with his wife and two sons. Geoff enjoys staying active with his kids’ sports activities, is currently serving on the Board of his HOA, and is a member of the Santa Barbara Estate Planning Council.

Community Impact

As a member of the Estate Planning Council of Santa Barbara and the Financial Planning Association (FPA), Geoff is committed to staying up-to-date on the latest trends and best practices in financial planning. He has also served as a past member and board member of the Estate Planning Council of Ventura County and as a past member of Toastmasters International.

Geoff's commitment to his community extends beyond his professional affiliations. He is an active volunteer coach for the Santa Barbara Soccer Club and provides support to the Page Youth Center and the YMCA. Through his involvement in these organizations, Geoff has made a positive impact on the lives of countless individuals and families in his community.

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Thanks so much Geoff – You have gone above and beyond – again. To say I appreciate your help is an understatement...as you are (painfully) aware, these things are not my area of expertise!
Steve T. - Current Client
Testimonials appearing on this website have been received by current clients of Mission Wealth Management LP. All testimonials reflect the experiences of those who have used our services in some way or another. However, they are individual results and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials do not necessarily represent all who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website. 00619858 08/24

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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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