Jeff Avila Partner and Client Advisor Mission Wealth

Jeff Avila

In by Mission Wealth

Jeff Avila Mission Wealth

Jeff Avila

CFP®

Partner and Client Advisor


Jeff Avila Mission Wealth

Jeff Avila

CFP®

Partner and Client Advisor

“Partnering with my clients to help them solve life’s financial challenges and achieve peace of mind brings me great satisfaction.”

Role at Mission Wealth

Jeff Avila is a Partner and serves as a Client Advisor for Mission Wealth. He works with his team to serve clients in the Mountain West region to help them understand client needs and develop custom investment solutions, estate, and financial planning strategies to best meet our clients’ current and long-term goals.

Specializations

  • Business Owners
  • Cash Flow Planning
  • Charitable Planning
  • Estate and Legacy Planning
  • Estate Planning
  • Families with Special Needs
  • Income Planning
  • Inspired Living™ 
  • Investments
  • Multi-Generational Families
  • Portfolio Management
  • Retirement Planning

Contact Information

Team Location: Mountain West

Department:

Advisory Team, Partner Group

Colorado: (303) 802-5008; California: (805) 690-9011

Professional Background

Jeff has over 20 years of experience in the investment management industry. Before joining Mission Wealth in 2018, he was a Senior Wealth Advisor with Omega Financial Group. Prior to that, he was with Fidelity Investments, where he was a Vice President, Senior Financial Consultant in the Private Client Group.


Jeff attended the College for Financial Planning in Colorado.

Credentials

Personal Pursuits

Jeff lives in Santa Barbara with his wife Alexa and their dog and 2 cats. He enjoys visiting his daughters in college in Washington DC and New Orleans. In his spare time, he and Alexa enjoy hiking, skiing , traveling to national parks, and giving back to the community.

Jeff is involved with the Santa Barbara Estate Planning Council and served as an officer on the board for 4 years. He is a volunteer for Senior Concerns, a nonprofit that provides financial planning for seniors on fixed income at no charge.


Awards & Recognition

During his time with Fidelity, Jeff received multiple awards, including the President’s Circle Award and several Achiever Awards for service excellence and leadership. Disclosures.


Spotlight on Jeff Avila

In this interview from April 2018, Jeff, who is a California native and a father of two teenagers, prides himself on his ability to go above and beyond to serve his clients.

Jeff Avila
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