
Michael Malmgren

Learn About Michael Malmgren
Professional Background
With a Bachelor's degree in Accounting (Utah State University), Michael began in industry accounting, primarily in healthcare. While working full-time, he finished an MBA and an MS in Accounting (Western Governors University).
Seeking opportunities for growth, Michael continued to move up as Senior Accountant and then Financial Controller before joining Mission Wealth as the Tax Strategy Manager. He has experience with large corporations, startups, and government entities. He attributes much of his enthusiasm and drive to lessons learned during his eight years of service in the Utah Army National Guard and a two-year, full-time service mission in Tabasco and Chiapas, Mexico. Additionally, Michael holds an AWMA® certification and is currently studying for the CPA exams.
Personal Pursuits
Michael enjoys spending his time outside of Mission Wealth with his family in South Jordan, Utah. His wife, Nora, hails from Argentina, enriching their household with both Spanish and English languages. Together, they lovingly nurture four children, and recently commemorated their joyous 17-year anniversary. An ardent explorer, Michael finds great delight in embarking on exciting adventures to Central and South America alongside his family.
In the News

SpaceX (SPCX) Guide: What Equity Holders and Investors Should Do Next
The SpaceX IPO has arrived. Learn tax strategies, equity planning, diversification tips, and wealth management considerations for employees, early investors, and prospective shareholders.
Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact
After more than 26 years of visionary leadership, Mission Wealth celebrates the retirement of Co-Founder and Chief Impact Officer Seth Streeter. From helping build one of the nation’s leading independent wealth management firms to championing life-centered planning, community impact, and meaningful relationships, Seth leaves behind a legacy that will continue to inspire our team, clients, and communities for generations to come.
Mission Wealth Named 2026 Company of the Year by the South Coast Business & Technology Awards
Mission Wealth is honored to receive the 2026 Company of the Year award from the South Coast Business & Technology Awards in Santa Barbara, recognizing our commitment to clients, community, and purpose-driven growth.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.


