Excellent portfolio management, quick response time and communication. Mercifully free of industry jargon, attitude and impatience. Joey Khoury is superb.
Joey S. Khoury MSFP, CFP®, ABFP®, CSRIC®, CRPS®, AWMA®
Based in Santa Barbara, Joey helps individuals and families bring greater clarity, organization, and confidence to important financial decisions through practical and understandable planning.
Ways to Connect
Who Joey Typically Helps
Individuals and families seeking comprehensive financial planning, clients navigating important life transitions, and those who value clear, organized, and practical guidance.
Serving Clients in
Los Angeles • Santa Barbara • Montecito • Thousand Oaks • Ventura • Communities throughout Southern California
Available nationwide through virtual meetings
Questions Joey Helps Answer
- How can I bring the different areas of my financial life into one comprehensive plan?
- How can I prepare for retirement?
- How can I align investments and cash flow with my goals?
- How can I coordinate tax and estate planning?
- How can I plan through a major life transition?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
Joey Khoury and his team partner with business owners, executives, professionals, and retirees in the Santa Barbara and Los Angeles regions to deliver customized cash flow modeling, enhanced investment solutions, risk management capabilities, tax mitigation strategies, and estate structure analysis.
Joey specializes in Behavioral Finance and creating highly detailed financial models to help clients quantify choices, make informed decisions, and avoid predictable errors in their planning. He is the Director of Behavioral Finance at Mission Wealth. He enjoys navigating complex planning events with clients, such as transitioning into retirement and concentrated stock divestiture (including managing equity compensation such as ISOs, PSUs, RSUs, and NQSOs).
In 2025, Joey joined the Mission Wealth Partner group.
True wealth is a means to improve all aspects of our lives, including our families and communities. While the numbers must be perfect, it is equally important to have a vision for the bigger picture of how wealth can leave a lasting impact.
Joey’s Frequently Asked Questions
A new client can expect a thoughtful, organized, and approachable experience from the start. Joey begins by listening carefully to understand what matters most to you, what questions are on your mind, what has or has not worked in the past, and what you hope to feel more confident about going forward. From there, he helps turn the full picture into a clear plan, explains options in plain language, and identifies which decisions matter most right now. Communication is direct, calm, consistent, and educational, with clear guidance on what is being addressed, why it matters, and what comes next. Most importantly, Joey works step by step with clients to build a plan that feels understandable, realistic, and aligned with what matters most to them.
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
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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
Media & Speaking Engagements
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Who’s Who in Banking & Finance (opens in a new window)
Pacific Coast Business Times | June 2026
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These are Americans’ 3 biggest financial regrets in 2025: ‘People are feeling trapped’ (opens in a new window)
CNBC Make It | December 2025
Awards
-
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
Media & Speaking Engagements
-
Who’s Who in Banking & Finance (opens in a new window)
Pacific Coast Business Times | June 2026
-
-
These are Americans’ 3 biggest financial regrets in 2025: ‘People are feeling trapped’ (opens in a new window)
CNBC Make It | December 2025
Request an introduction to Joey S. Khoury.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Joey S. Khoury and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor