"I am deeply passionate about helping people use wealth as a means for creating freedom and purpose in their lives. I was introduced to the markets when I was young by my parents (I bought my first stock in Jamba Juice when I was seven years old) and grew to love the practice of capital stewardship professionally while working with fund managers in a previous role around developing sustainability criteria for their portfolio companies. I have also come to love financial wisdom from reading and following many of history’s great investors: Warren Buffet, Charlie Munger, Peter Lynch, Chris Hohn, Mark Leonard, Li Lu, Nick Sleep and others. I am incredibly grateful alongside Mission Wealth to be able to support our clients in creating lasting wealth for themselves and their families."
As a Wealth Advisor Associate at Mission Wealth, Kaleo Fernandez supports his team in delivering comprehensive financial planning services to clients in the Santa Barbara area. He is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through his attention to detail and strong analytical skills, Kaleo helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.
Learn About Kaleo Fernandez
Professional Background
Before his career in wealth management, Kaleo spent five years in tech sales, selling software mainly into large financial institutions in banking and asset management in the world of fast-growing venture-backed startups. He was fortunate to work with a number of top fund managers around implementing sustainability initiatives within their portfolio companies. Prior to that, Kaleo was a student-athlete at UC Berkeley and represented the Cal Bears on the Men’s Soccer team.
Personal Pursuits
Kaleo's interests include surfing, hiking, pickup soccer, and playing Hawaiian music.
Community Impact
Kaleo is a San Francisco Financial Planning Association member and a former dry dock crew member with the Polynesian Voyaging Society.
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.