Learn About Joseph Tremonti
Professional Background
Joseph previously worked in sales and interned at the NASA Mission Concept Academy. During his undergraduate studies, he founded his own start-up to learn about the interworkings of running a business. Joey also enrolled in the Strategic Investment Program through UC Santa Barbara, further pursuing knowledge of capital markets. He has strived to become as well-rounded as possible before delving into finance. Joey joined as an intern on Mission Wealth’s Investment team during his junior year of college, where he resides while finishing his degree in Physics.
Personal Pursuits
In his free time, Joseph loves to ski and surf and spends most of his time outdoors with his friends and dog, Ozzy.
Community Impact
He is passionate about bringing the joy of skiing to underrepresented communities. He has been blessed to be a part of the Santa Barbara Ski Club, where his fundraising efforts have helped make this dream a reality.
In the News
Market Perspectives Q4 2024
As we close out 2024, our Chief Investment Officer, Kieran Osborne, offers key insights into the financial markets 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.