Seth Streeter Co-Founder and Chief Impact Officer

Seth Streeter

In by Mission Wealth

Seth Streeter Founder and Chief Impact Officer Mission Wealth

Seth Streeter

MS, CFP®, CDFA™

Co-Founder and Chief Impact Officer

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"Each day, I'm inspired by the opportunity to assist individuals in harnessing their unique talents and passions, enabling them to experience true joy and make a significant impact on the world around them. Seeing people flourish as they discover and apply their strengths, and contribute meaningfully to their communities, brings me a profound sense of fulfillment."

Seth Streeter, the visionary co-founder and Chief Impact Officer of Mission Wealth, plays a pivotal role in shaping the company's award-winning culture, spearheading philanthropic endeavors, and managing strategic merger and integration partnerships. Under Seth's transformative leadership, Mission Wealth has developed its exclusive Inspired Living service offering, which has been elevating the holistic financial management experience for clients since 2015. As a thought leader in the wealth management industry, Seth Streeter's innovative approach to financial planning and wealth management continues to garner recognition, solidifying Mission Wealth's position as a leading provider of comprehensive financial services.

"Each day, I'm inspired by the opportunity to assist individuals in harnessing their unique talents and passions, enabling them to experience true joy and make a significant impact on the world around them. Seeing people flourish as they discover and apply their strengths, and contribute meaningfully to their communities, brings me a profound sense of fulfillment."

Seth Streeter, the visionary co-founder and Chief Impact Officer of Mission Wealth, plays a pivotal role in shaping the company's award-winning culture, spearheading philanthropic endeavors, and managing strategic merger and integration partnerships. Under Seth's transformative leadership, Mission Wealth has developed its exclusive Inspired Living service offering, which has been elevating the holistic financial management experience for clients since 2015. As a thought leader in the wealth management industry, Seth Streeter's innovative approach to financial planning and wealth management continues to garner recognition, solidifying Mission Wealth's position as a leading provider of comprehensive financial services.

Learn About Seth Streeter

Professional Background

A distinguished leader in Life-Centered Planning, Seth Streeter empowers individuals to redefine wealth beyond financial metrics, paving the way for more balanced, impactful, and fulfilling lives. In 2016, he delivered a TEDx talk, The Untethered Life: Wealth Redefined, which catapulted him to prominence as a sought-after speaker at industry conferences, media appearances, and various podcast programs.

As an in-demand expert within the financial industry, Seth has shared his knowledge as a faculty instructor with the Anya Institute, Modern Elder Academy (MEA), and Limitless Advisors programs and has been featured in esteemed media outlets such as Fidelity Fin Point, Barron’s Advisor, Forbes, Kitces Podcast, Registered Investment Advisors Insights, Beyond Capital, Mercer, Between Now and Success with Steve Sanduski, Mercer Capital, Becoming Referable podcast with Julie Littlefield, Mitch Anthony, and First Clearing.

Seth holds a Bachelor of Arts with honors in both Communication and Sociology from the University of California, Santa Barbara (UCSB) and a Master of Science in Financial Planning from the College for Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst®.

Dannell Stuart Volunteering

Personal Pursuits

Originally from Colorado, Seth was a pillar of the Santa Barbara community for 30 years before relocating to Austin, TX. His greatest joy has been actively parenting his daughter and son. Throughout their childhood, he coached their youth sports teams, took them on volunteer trips abroad, and spoke at their schools.

Now, as young adults, his children have become his guides to staying current with the latest language and music trends. Seth's passions include traveling, connecting with captivating individuals, leading personal growth retreats, exploring nature, exercising, and embarking on a never-ending quest to discover the world's finest chocolate chip cookies.

YPO Involvement

Seth is a dedicated member of YPO (Young Presidents' Organization), where he has held various leadership roles. He served as the Global Chair of the YPO Financial Services Network, contributed to the Boards of the Leadership Development and Health & Wellness Networks, and currently leads the global Purpose Community for YPO. He was a founding member of the YPO Pacific One regional chapter and today is a member of the YPO Austin Gold chapter. For more information about Seth or to inquire about a program for your YPO or EO chapter or forum, visit sethstreeter.com.
Dannell Stuart Volunteering

Global Thought Leadership

Seth’s award-winning international retreats and leadership programs are in high demand, with recent multiday programs hosted in Switzerland, Mexico, Bhutan, Canada, and throughout the United States. He is a sought-after speaker and has shared the stage and led retreats with luminaries such as Deepak Chopra, Chip Conley, Elizabeth Lombardo, and Dan Buettner.

Community Impact

Deeply committed to community service, Seth has been involved with numerous nonprofit organizations and has spearheaded several impactful programs. He introduced the innovative Fast Pitch SB program to Santa Barbara, CA, which has empowered 40 nonprofits with essential training, exposure, volunteers, and cash prizes to enhance their capabilities. Seth also founded SustainableFuture.org, a nonprofit that aims to unite businesses, nonprofits, schools, faith-based groups, and public-sector agencies to collaboratively address climate change concerns. As an active member of Social Venture Partners, he provided invaluable consultation to numerous nonprofit organizations.

Awards and Recognitions

Top 250 Wealth Advisors in the Nation, Worth Magazine (2008)
Who's Who in Banking & Finance, Pacific Coast Business Times
Top 100 Visionary Leaders, Real Leaders Magazine

*for award disclosures and methodology, visit awards & rankings

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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