Year-end Tax Insights!
Kate Bland
"I am passionate about my role at Mission Wealth because it allows me to learn directly from experienced advisors while playing a real role in serving clients. Being part of a collaborative team has made the work both exciting and rewarding."
As a Wealth Advisor Associate at Mission Wealth, Kate Bland supports her team in delivering comprehensive financial planning services to clients. She is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through her attention to detail and strong analytical skills, Kate helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.
Learn About Kate Bland
Professional Background
Kate holds a bachelor's degree in Economics from UCSB. She has also received certificates in both the Technology and Management Program and the Strategic Investments Program at UCSB. Kate is a portfolio manager for UCSB's endowment fund, with over $700k in AUM, and has previously interned at Thorofare Capital on the origination team.
Personal Pursuits
Kate loves outdoor running and yoga. She also likes to swim in the ocean and play beach volleyball, and she recently got into reading.
Community Impact
Kate is the VP of Community Relations of UCSB’s Pi Beta Phi, where she hosts and runs their philanthropic efforts and organizes events to get members engaged in the community. Their philanthropy is Read > Lead > Achieve, where proceeds raised go towards literacy around the US and Canada. She also goes to the local elementary school twice a month to read with children who are developing their reading skills.
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.
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