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

(805) 690-3904

CONTACT GEOFF

Geoff Gaggs

MS, CFP®

Partner and Senior Wealth Advisor

Santa Barbara

(805) 690-3904

CONTACT GEOFF

"I find so much joy in my job because I get to help people every day. My main focus is to provide expert guidance to my clients, so they can make well-informed financial decisions and feel secure about their financial well-being. Ultimately, it's about helping them reach their life goals with confidence."

Geoff Gaggs is a Senior Wealth Advisor and Partner at Mission Wealth, providing his services to clients located in Santa Barbara, California, and nearby regions. He believes in a customized approach to financial planning, taking the time to understand the specific needs, goals, and financial situations of his clients. By using this in-depth knowledge, he creates tailored financial plans that integrate risk management and tax planning strategies to help his clients achieve their objectives efficiently. Geoff's commitment to personalized service and his exceptional financial expertise allows him to offer a unique experience to his clients, which goes beyond mere financial advice.

"I find so much joy in my job because I get to help people every day. My main focus is to provide expert guidance to my clients, so they can make well-informed financial decisions and feel secure about their financial well-being. Ultimately, it's about helping them reach their life goals with confidence."

Geoff Gaggs is a Senior Wealth Advisor and Partner at Mission Wealth, providing his services to clients located in Santa Barbara, California, and nearby regions. He believes in a customized approach to financial planning, taking the time to understand the specific needs, goals, and financial situations of his clients. By using this in-depth knowledge, he creates tailored financial plans that integrate risk management and tax planning strategies to help his clients achieve their objectives efficiently. Geoff's commitment to personalized service and his exceptional financial expertise allows him to offer a unique experience to his clients, which goes beyond mere financial advice.

Learn About Geoff Gaggs

Professional Background

Geoff Gaggs is a seasoned financial professional with more than two decades of experience in the industry. He is widely recognized as an expert in his field and 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.

His expertise and insights have been sought after by leading publications, including Money Magazine, the Santa Barbara News-Press, and Coastal Woman Magazine. His thoughtful analysis and commentary have earned him a reputation as a trusted source of financial guidance and advice. Whether he is 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 proud Santa Barbara native who shares his love of sports with his wife and two sons. An avid runner and hiker, he enjoys staying active and coaching his kids' sports teams. In addition to his active lifestyle, Geoff is deeply involved in his community and has served in a variety of leadership roles.

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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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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