Geoff Gaggs Partner and Client Advisor Mission Wealth

Geoff Gaggs

In by Mission Wealth

Geoff Gaggs Mission Wealth

Geoff Gaggs


Partner and Senior Client Advisor

Geoff Gaggs Mission Wealth

Geoff Gaggs


Partner and Senior Client Advisor

“I love what I do because I help people every day. My goal is to guide people so they feel confident with their financial choices and secure with their finances.”

Role at Mission Wealth

As a Partner and a Client Advisor for Mission Wealth, Geoff becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.


  • Business Owners
  • Families with Special Needs
  • Retirement Planning
  • Individuals Receiving Lump Sums
  • Trustees
  • Widows and Divorcees

Contact Information

Team Location: Santa Barbara


Advisory Team, Partner Group

Professional Background

With over 20 years of financial experience, Geoff is a noted public speaker on financial-related issues for various Southern California organizations and has been seen on ABC affiliate, KEYT Television. Mr. Gaggs has also been quoted in various publications such as Money Magazine, the Santa Barbara News-Press, and Coastal Woman Magazine.

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.


Personal Pursuits

Geoff is native to Santa Barbara and lives there with his wife and two sons. Geoff is a sports enthusiast who enjoys participating in many activities such as running and hiking. Geoff also loves being an active dad by helping as a volunteer coach and playing any sport under the sun with his kids.

Geoff is a Member of the Estate Planning Council of Santa Barbara, Member of the Financial Planning Association (FPA), Past member and board member of the Estate Planning Council of Ventura County, Past member of Toastmasters International, Volunteer coach and/or provide other support to the Santa Barbara Soccer Club, Volunteer at the Page Youth Center, Volunteer at the YMCA

Spotlight on Geoff Gaggs

In this interview from March 2018, Geoff tells us a little about his outlook on life. We also learn about his enjoyment of sports with his kids, travel and wine.

Geoff Gaggs
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