Jeff Avila Partner and Client Advisor Mission Wealth

Jeff Avila

In by Mission Wealth

Jeff Avila Partner and Managing Director at Mission Wealth

Jeff Avila

CFP®

Partner and Managing Director

Santa Barbara, Austin, Denver

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

CONTACT JEFF

Jeff Avila

CFP®

Partner and Managing Director

Santa Barbara, Austin, Denver

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

CONTACT JEFF

"Working collaboratively with my clients to navigate life's financial challenges and achieve peace of mind brings me tremendous satisfaction. Building trusting relationships and providing tailored solutions that address each client's unique needs is what drives me."

Jeff Avila is a Partner and Wealth Advisor at Mission Wealth, where he serves as Managing Director of the Central region, including Austin, Texas; Denver, Colorado; and Santa Barbara, California. With a deep understanding of his clients' needs, Jeff specializes in developing customized investment solutions, estate planning, and financial strategies that help them achieve their current and long-term financial goals. Jeff is dedicated to providing personalized service and building strong relationships with his clients, ensuring their financial success every step of the way.

"Working collaboratively with my clients to navigate life's financial challenges and achieve peace of mind brings me tremendous satisfaction. Building trusting relationships and providing tailored solutions that address each client's unique needs is what drives me."

Jeff Avila is a Partner and Wealth Advisor at Mission Wealth, where he serves as Managing Director of the Central region, including Austin, Texas; Denver, Colorado; and Santa Barbara, California. With a deep understanding of his clients' needs, Jeff specializes in developing customized investment solutions, estate planning, and financial strategies that help them achieve their current and long-term financial goals. Jeff is dedicated to providing personalized service and building strong relationships with his clients, ensuring their financial success every step of the way.

Learn About Jeff Avila

Professional Background

With over 20 years of experience in the investment management industry, Jeff Avila brings a wealth of expertise to his role as a Partner and Client Advisor at Mission Wealth. Prior to joining the firm in 2018, he served as a Senior Wealth Advisor at Omega Financial Group and as a Vice President and Senior Financial Consultant in the Private Client Group at Fidelity Investments.

Jeff is a graduate of the College for Financial Planning in Colorado, where he honed his skills and knowledge in financial planning and investment management. He is also a CERTIFIED FINANCIAL PLANNER™.

Personal Pursuits

Jeff Avila is proud to call Santa Barbara home, where he resides with his wife, Alexa, and their furry family, including a dog and two cats. When he's not serving his clients, Jeff cherishes spending time with his daughters, who attend college in Washington DC and New Orleans. Jeff and Alexa share a love for the great outdoors and enjoy hiking, skiing, and traveling to national parks together.

Community Impact

As a dedicated member of the Santa Barbara community, Jeff Avila is an active member of the Santa Barbara Estate Planning Council and has served as an officer on the board for four years. Beyond his professional responsibilities, Jeff is also a passionate volunteer for Senior Concerns, a nonprofit organization that provides financial planning services to seniors on fixed incomes without charge. Jeff's dedication to the well-being of his community is evident in his volunteer work, which allows him to make a meaningful difference in the lives of those who need it most.

Jeff Avila Community Impact

Awards and Recognitions

President’s Circle Award, Fidelity
Achiever Awards, Fidelity

*for award disclosures and methodology, visit awards & rankings

Spotlight on Andy Penso

Mission Wealth Success Story

A client who recently sold her business needed a comprehensive wealth management plan. The client was referred to Mission Wealth to help guide her through a recent business transition and the subsequent tax, estate planning, and investment planning needs.

We conducted an in-depth analysis of her situation including a comprehensive tax and estate plan review to ensure her affairs were organized in the most tax-efficient way. The cash flow analysis uncovered additional income needs that we complemented with covered calls on concentrated stock holdings. Additionally, we were able to further increase her income with access to alternative assets.

In the News

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Mission Wealth Market Update 9/20/23: What It Means for Your Investments

In a meeting held on September 20, 2023, the Fed made several noteworthy announcements that have the potential to impact your investment strategy.
2023 Barron's Top Firms

Barron’s 2023 Ranking Lists Mission Wealth a Top 100 RIA Firm

Mission Wealth is honored to announce its ranking in the prestigious Barron’s Top 100 RIA Firms in the Nation for 2023.
Fall 2023 Market Commentary

Market Commentary for Fall 2023

Mission Wealth and J.P. Morgan’s Chief Global Strategist, Dr. David Kelly share their views on the 2023-2024 market outlook 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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