Greg Prince Client Advisor Mission Wealth

Greg Prince

In by Mission Wealth

Greg Prince Mission Wealth

Greg Prince

CFP® CFA ®

Client Advisor


Greg Prince Mission Wealth

Greg Prince

CFP® CFA ®

Client Advisor

"I thrive when I can share my knowledge of investing with others, particularly when introducing the great rewards of compounding gains!"

Role at Mission Wealth

Greg Prince serves as a Client Advisor for Mission Wealth. In this process, he becomes personally acquainted with the specific goals and financial lives of his clients and delivers planning, risk management and tax planning solutions to assist in the achievement of their long term goals.

Contact Information

Office Location:

Santa Barbara, CA

Department: Advisory Team

Professional Background

Greg started his career on the floor of the Pacific Options Exchange trading equity derivatives. He spent 8 years in NYC where he first had a client facing role.

Greg attended Stanford University where he achieved a BA in Economics.

Credentials

Personal Pursuits

Greg recently relocated to Santa Barbara with his wife and three children. They enjoy the outdoor lifestyle that Santa Barbara has to offer such as biking, swimming and going to the beach!

Spotlight on Greg Prince

Each month at Mission Wealth, we interview a new team member and publish the interview in a spotlight article. This month we talked with Client Advisor Greg Prince and learned about his upbringing, hobbies, and some financial advice.
Greg Prince
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