Jake Laughlin Mission Wealth Technology and Data Associate

Jake Laughlin

In by Mission Wealth

Jake Laughlin Mission Wealth

Jake Laughlin

Technology Specialist

Santa Barbara

(805) 730-0881

CONTACT JAKE

"I love that my role aligns my interests in data, technology and systems, as well as marketing, business, and finance. I have the unique ability to authentically help others and find creative solutions to solve complex problems."

Jake Laughlin is a Technology Specialist at Mission Wealth. He assists with a multitude of technology inquiries at the firm and is based out of the Santa Barbara headquarters. Jake helps navigate the tech landscape, serving as a reliable point of contact for all tech-related inquiries, troubleshooting, and research.

"I love that my role aligns my interests in data, technology and systems, as well as marketing, business, and finance. I have the unique ability to authentically help others and find creative solutions to solve complex problems."

Jake Laughlin is a Technology Specialist at Mission Wealth. He assists with a multitude of technology inquiries at the firm and is based out of the Santa Barbara headquarters. Jake helps navigate the tech landscape, serving as a reliable point of contact for all tech-related inquiries, troubleshooting, and research.

Learn About Jake Laughlin

Professional Background

Before joining Mission Wealth, Jake Laughlin gained a wealth of experience from various roles. One of his noteworthy roles was as a student employee at the National Center for Women and Information Technology, a non-profit. There, he helped the team work towards their goal of getting more women involved in STEM fields.

Jake graduated with a Bachelor of Science in Business Administration (with an emphasis in Marketing and Business Analytics) from the University of Colorado - Boulder.

Personal Pursuits

Originally from Denver, Colorado, Jake went to University of Colorado Boulder, and is now living in sunny Santa Barbara, California. Jake is a cello player and music theory enthusiast who has performed at Red Rocks Amphitheatre. In addition to his passion for music, Jake is also a tennis player and is ranked 3.5 by USTA.

Community Impact

Jake Laughlin served on the University of Colorado Student Government as a voting member of the Volunteer Resource Center Joint Board. He also served as the Vice President of Service and Operations for Alpha Phi Omega – Gamma Theta, a national professional service fraternity. An avid tennis player, Jake has also spent a number of years teaching and improving the skills of tennis for special needs children to compete in the Colorado Special Olympics.

Dannell Stuart Volunteering

In the News

What Is the Best Way to Bring Fairness and Family Harmony to Your Estate Plan

What Is the Best Way to Bring Fairness and Family Harmony to Your Estate Plan?

Learn how to prevent conflict, avoid the fairness trap, and design an estate plan that protects relationships as well as assets, using behavioral finance insights.
Is a Roth IRA Conversion Right for You

Is a Roth IRA Conversion Right for You?

Could you benefit from a tax evaluation to assess whether paying tax now in exchange for years of tax-free growth will create wealth? This article will help you determine whether a Roth conversion aligns with your financial plan.
Making Charitable Giving Easier with Qualified Charitable Distributions

Making Charitable Giving Easier with Qualified Charitable Distributions

Many retirees rely on Qualified Charitable Distributions (QCDs) to give tax-efficiently, but the process can be surprisingly frustrating. Learn how to streamline your QCDs, avoid common pitfalls, and ensure your charitable gifts go exactly where you intend.

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.
CONTACT US