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
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.