Learn About Joey Khoury
Professional Background
Joey holds a Master of Science Degree in Personal Financial Planning and Client Psychology from the College for Financial Planning and a Bachelor of Arts in Economics with minors in Philosophy, Law, and Society from Cornell University. He also completed the prestigious Behavioral Finance Executive Education Program at Harvard Business School, which only accepts 1-2 financial advisors worldwide each year.
His certifications include Accredited Behavioral Finance Professional™, Accredited Wealth Management Advisor™, CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Plans Specialist™, and Chartered SRI Counselor™.
In addition to his work at Mission Wealth, Joey is also an adjunct professor at the University of California, Santa Barbara (UCSB). He teaches a course called "The Psychology of Wealth," which focuses on behavioral finance within wealth management. The course helps students identify common financial decision-making errors and provides strategies for avoiding them.
Joey also brings a wealth of experience to his role as Senior Wealth Advisor at Mission Wealth. He honed his skills as a Financial Advisor at one of the largest independent planning firms in the country, where he successfully implemented financial plans and investment portfolios for his clients. Prior to that, he worked as a Financial Analyst on a team that managed investment strategies for ultra-high-net-worth individuals with a net worth of 9-10 figures.
Personal Pursuits
Joey and his wife Jen are curious and adventurous people who value personal growth and continuous learning. He finds joy in exploring new ideas and perspectives through reading, cooking, and traveling. He spends his free time enjoying a sunny day in Santa Barbara writing, hiking, or spending time outdoors.
Community Impact
Joey values community involvement and giving back to causes that align with his values. He is a proud resident of Santa Barbara and has actively supported Women In Distress, an organization that provides aid and resources to those affected by domestic violence. By leveraging his financial expertise and community engagement, Joey is also passionate about volunteering through organizations like the AAPLE Academy, where he can teach high schoolers financial literacy and prospecting different career paths.
Awards and Recognitions
2022 Mission Wealth MVP Award, award symbolizing the Mission Wealth employee that most exudes our values: caring, committed, growth-mindset, and adaptable.
*for award disclosures and methodology, visit awards & rankings
Mission Wealth has been an extremely valuable partner in advising on the structure and management of my estate as I planned for and moved into retirement. Amanda and Joey have been instrumental with their advice and guidance on wealth management and tax planning, especially about managing and diversifying out of a concentrated stock position...
...It has been extremely valuable for me to draw on Mission Wealth’s deep knowledge and expertise in estate and tax planning, investments, trust advisement, and wealth management. The team has the financial and legal expertise and provides the most personalized and caring approach to working with clients, which confirms that they have my personal best interest, long-term goals, and success at the heart of our relationship.
Testimonials appearing on this website have been received by current clients of Mission Wealth Management LP. All testimonials reflect the experiences of those who have used our services in some way or another. However, they are individual results and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials do not necessarily represent all who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website.
Tom R. (00633314 10/24) & C.J. (00662119 12/24)
In the News
Check out these recent articles and blogs, authored by Joey Khoury.
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.