I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!
Greg Prince CFP®, CFA®
Based in Santa Barbara, Greg helps multigenerational families and individuals with concentrated equity or complex portfolios coordinate retirement, taxes, estate planning, and investment strategy
Ways to Connect
Who Greg Typically Helps
Multigenerational families, executives and professionals with equity compensation, individuals with concentrated stock positions, investors interested in alternative asset classes, pre-retirees and retirees
Serving Clients in
Santa Barbara • Montecito • Goleta • Ventura • San Luis Obispo • Communities throughout California’s Central Coast and Southern California
Available nationwide through virtual meetings
Questions Greg Helps Answer
- How can I prepare for retirement?
- How can I build a tax-aware, diversified investment portfolio?
- How can I coordinate estate planning?
- How should I manage concentrated stock?
- How should alternative assets or family gifts fit into my plan?
The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.
As a Partner and Senior Wealth Advisor at Mission Wealth, Greg Prince is dedicated to serving clients residing in Santa Barbara, California, and neighboring regions. He believes in a collaborative approach to financial planning and takes the time to understand each client’s unique financial goals, priorities, and concerns. By utilizing this personalized knowledge, Greg creates tailored financial plans that integrate risk management and tax planning solutions, helping his clients achieve their goals efficiently. Greg is also a Mission Wealth Investment Committee member, specializing in customized portfolio management and alternative investments.
In 2025, Greg joined the Mission Wealth Partner group.
I find the greatest satisfaction in helping successful individuals and families navigate complex financial decisions with clarity and confidence. Many high-net-worth investors have already achieved significant financial success; my role is to help them preserve, grow, and transfer that wealth in a thoughtful and tax-efficient manner. What I enjoy most is educating clients on the long-term impact of disciplined investing, strategic asset allocation, tax-aware planning, and the power of compounding capital across generations. By combining sophisticated investment strategies with comprehensive wealth planning, I help clients make informed decisions that align their financial resources with their personal values, family objectives, and legacy goals.
Greg’s Frequently Asked Questions
Clients can expect Greg to listen carefully to their goals and collaborate with them to build a meaningful financial plan and prudent investment portfolio. He helps connect retirement, tax, estate, and investment decisions while explaining how each recommendation supports the client’s broader priorities
Professional Background
With over 20 years of investment management experience, Greg Prince is a seasoned expert in client advising, portfolio construction, asset allocation, trading, and risk management. His extensive experience spans both institutional and private clients, making him a trusted partner for individuals, families, and organizations alike.
Greg’s career in finance began on the floor of the Pacific Stock Exchange, where he developed a deep understanding of the markets and trading strategies. He then went on to work for two premier investment banks on Wall Street, as well as a large independent investment advisor before joining Mission Wealth. Throughout his career, Greg has honed his skills and developed a reputation as a knowledgeable and trusted advisor.
Greg attended Stanford University where he achieved a BA in Economics. His certifications include Certified Financial Planner™ and Charted Financial Analyst®.
Personal Pursuits
After spending years in the fast-paced environment of San Francisco, Greg moved to Santa Barbara with his wife and three children in search of a more relaxed lifestyle. They quickly fell in love with the area’s natural beauty and outdoor activities, such as biking, swimming, and visiting the beach.
Community Impact
Aside from his passion for financial advising, Greg is deeply involved in the Santa Barbara community. He serves on the Board of Directors for the Montecito Association and contributes his financial expertise as a member of Lotusland’s Investment Committee. Additionally, he volunteers his time with local organizations, including the Teddy Bear Cancer Foundation, pictured to the right alongside other Mission Wealth team members.
Request an introduction to Greg Prince.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Greg Prince and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor