Oliver Schulten

Oliver Schulten

In by Mission Wealth

Oliver Schulten, Wealth Advisor Associate Mission Wealth

Oliver Schulten

AWMA™, AAMS™

Wealth Advisor Associate

Santa Barbara

(805) 259-1340

CONTACT OLIVER

“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 Wealth Advisor Associate 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 Wealth Advisor Associate 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 and graduated with a Bachelor of Science in Financial Mathematics and Statistics. Oliver was the treasurer and brotherhood chair of Sigma Nu Fraternity. 

Oliver first joined Mission Wealth as an Advisory Intern before joining full-time as a Wealth Advisor Associate. 

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 currently in Santa Barbara.

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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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