Seth Streeter MS, CFP®, CDFA™
Based in Austin, Seth remains connected to Mission Wealth's legacy as a retired co-founder, reflecting the client-first, purpose-driven values that shaped the firm.
Ways to Connect
After more than 26 years of visionary leadership, Mission Wealth proudly announces the retirement of Co-Founder and Chief Impact Officer Seth Streeter, effective June 30, 2026. Please read Seth’s retirement announcement on our blog.
Seth Streeter, the visionary co-founder and previous Chief Impact Officer of Mission Wealth, played 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 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.
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 Referablepodcast 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®.
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.
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
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Top 250 Wealth Advisors in the Nation
Worth Magazine (2008)
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Who’s Who in Banking & Finance
Pacific Coast Business Times
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Top 100 Visionary Leaders (opens in a new window)
Real Leaders Magazine
*for award disclosures and methodology, visit awards & rankings
Awards
-
Top 250 Wealth Advisors in the Nation
Worth Magazine (2008)
-
Who’s Who in Banking & Finance
Pacific Coast Business Times
-
Top 100 Visionary Leaders (opens in a new window)
Real Leaders Magazine
*for award disclosures and methodology, visit awards & rankings
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Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor