Greg Prince Client Advisor Mission Wealth

Greg Prince

In by Mission Wealth

Greg Prince Senior Wealth Advisor Mission Wealth

Greg Prince

CFP®, CFA®

Senior Wealth Advisor

Santa Barbara

(805) 724-6335

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"I feel most fulfilled when I'm able to share my knowledge and expertise with others. It's especially rewarding for me to introduce individuals to the concept of compounding returns and how it can help them achieve their financial goals over time. By helping people understand the fundamentals of investing, such as risk management, diversification, and asset allocation, I'm able to empower them to make informed decisions about their financial future."

As a 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 member of the Mission Wealth Investment Committee, where he specializes in customized portfolio management and alternative investments.

"I feel most fulfilled when I'm able to share my knowledge and expertise with others. It's especially rewarding for me to introduce individuals to the concept of compounding returns and how it can help them achieve their financial goals over time. By helping people understand the fundamentals of investing, such as risk management, diversification, and asset allocation, I'm able to empower them to make informed decisions about their financial future."

As a 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 member of the Mission Wealth Investment Committee, where he specializes in customized portfolio management and alternative investments.

Learn About Greg Prince

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 also an active member of the Santa Barbara community. He volunteers his time and expertise to local organizations, including the Teddy Bear Cancer foundation pictured to the right, with other Mission Wealth team members.

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Mission Wealth Success Story

A fee and value conscious investor was reluctant to adopt a one-size fits all approach. Mission Wealth used alternatives in the Private Credit and Private Real Estate sectors in order to build a custom, high-yielding portfolio. Additionally, a portion went into Middle Market Loans to small and mid-cap companies. Both strategies utilized short-term and floating-rate loans with competitive risk-adjusted yields. These provided a nice compliment to an individual bond ladder, traditional high yield, and floating rate fixed income.

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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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