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 returns!"

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

Team Location: Orange County, Los Angeles, San Diego, Arizona

Department:

Advisory Team

Professional Background

Greg has over 20 years of investment management experience specializing in client advising, portfolio construction, asset allocation, trading, and risk management. His two decades of experience span across both institutional and private clients. Greg began his career on the floor of the Pacific Stock Exchange, worked on Wall Street for two premier investment banks and a large independent investment advisor prior to joining Mission Wealth.


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. In June 2021 we talked with Client Advisor Greg Prince and learned about his upbringing, hobbies, and some financial advice.

Greg Prince
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