Oliver Schulten

CFP®, AWMA™, AAMS™

Senior Wealth Advisor

Newport Beach, Los Angeles

“I fell in love with wealth management when I realized I could help clients achieve peace of mind regarding their wealth. There is no greater satisfaction than guiding clients through life’s financial complexities and ensuring their financial future is well-planned and secure.”

As a Senior Wealth Advisor at Mission Wealth, Oliver Schulten works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Oliver delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Oliver leverages his expertise to provide clients with tailored advice and guidance.

“I fell in love with wealth management when I realized I could help clients achieve peace of mind regarding their wealth. There is no greater satisfaction than guiding clients through life’s financial complexities and ensuring their financial future is well-planned and secure.”

As a Senior Wealth Advisor at Mission Wealth, Oliver Schulten works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Oliver delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Oliver leverages his expertise to provide clients with tailored advice and guidance.

Learn About Oliver Schulten

Professional Background

Originally from Seal Beach, California, Oliver attended the University of California at Santa Barbara (UCSB) and graduated with a Bachelor of Science in Financial Mathematics and Statistics.

Oliver first joined Mission Wealth as an Advisory Intern in our Santa Barbara office, then transitioned to a full-time role as an Advisor Associate, and subsequently became a Wealth Advisor based in our Los Angeles and Newport Beach offices after moving back to Orange County.

In his free time, Oliver is pursuing his MBA at UCLA's Anderson School of Management as a part of their Fully Employed MBA (FEMBA) program. He also enjoys playing beach volleyball, golf, and tennis.

Community Impact

A large portion of Oliver's volunteer work has been through beach clean-up missions. He's volunteered his whole life for the cause, starting in Seal Beach, Isla Vista, and in Santa Barbara.

Hear Directly From Mission Wealth Clients

Fred K. (00887134 04/26), Wanda Y. (00775684 07/25)

In the News

Market Update 7/30/26

Read Mission Wealth’s latest market update covering the Federal Reserve’s interest rate decision, inflation, market outlook, portfolio diversification, and investment strategy.

What Are Non-Qualified Stock Options (NSOs), and How Are They Taxed?

Non-qualified stock options (NSOs) can be a valuable form of equity compensation, but exercising them may trigger significant taxes and cash-flow needs. Learn how NSOs work, when they’re taxed, and strategies to help maximize their value while managing investment and tax risk.

Trump Accounts Explained: Should You Contribute Beyond the $1,000 Government Deposit?

Learn how Trump Accounts work, who qualifies for the $1,000 government contribution, contribution strategies, tax rules, and how they compare to 529 plans.

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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