Learn About Geoff Gaggs
Professional Background
Geoff Gaggs is a seasoned financial professional and 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 source of financial guidance and advice. Whether speaking to a large audience or providing insights for a media publication, Geoff is committed to helping people make informed decisions about their finances.
Geoff has a Bachelor of Science in Business Finance from California State University Northridge, as well as a Master of Science in Financial Planning with honors from the College for Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER™.
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.
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!
In the News
Mission Wealth Ranked Among Fastest Growing Companies on the Central Coast
With a 46.4% increase in revenue growth, Mission Wealth ranks #20 on the Pacific Coast Business Times Fastest Growing Companies List for 2024.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.