Learn About Jake Grendahl
Professional Background
Originally from San Diego, Jake is a senior studying economics at the University of California, Santa Barbara. He was the House Manager and is currently the Scholarship Chair of the Alpha Tau Omega fraternity.
In April 2024, he joined Mission Wealth as an Advisory Intern.
Personal Pursuits
Jake enjoys spending his time with friends and family, staying active in sports, and being outdoors.
Community Impact
Throughout his time at UCSB, Jake has enjoyed volunteering at beach cleanups in Isla Vista. He looks forward to continuing his community involvement at various Santa Barbara organizations.
In the News
Market Perspectives Q4 2024
As we close out 2024, our Chief Investment Officer, Kieran Osborne, offers key insights into the financial markets and economy.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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