Stephen Goyette, Partner and Senior Wealth Advisor

Stephan Goyette

CFP®

Partner and Senior Wealth Advisor

Thousand Oaks, CA

"Achieving financial independence does not happen by chance, and building an investment portfolio is only one component of exceptional financial planning. Rather than a one-time event, it is an ongoing, holistic process where clients and advisors collaborate to align financial decisions with values, goals, and passions."

Stephan Goyette is a Partner and Senior Wealth Advisor at Mission Wealth, serving individuals in Thousand Oaks, CA, and the surrounding communities. By building long-term, collaborative relationships, he delivers comprehensive planning solutions tailored to meet each client's specific needs. Portfolios are constructed to align with a client’s unique circumstances and long-term objectives. Stephan believes every aspect of a financial plan should be viewed through the lens of tax efficiency and optimization, as these elements are essential to achieving financial independence.

Stephan loves watching how a carefully executed planning process can lead to financial independence and peace of mind for his clients.

Learn About Stephan Goyette

Professional Background

Before joining Mission Wealth in May 2026, Stephan spent 20 years building an independent wealth management firm dedicated to delivering financial planning and investment advisory services in an objective, fiduciary environment. Having worked with clients across the wealth spectrum and experienced similar triumphs and challenges, he believes that empathy is critical in delivering financial planning as a professional service.

Stephan is a CERTIFIED FINANCIAL PLANNER™ Professional. He holds a Bachelor of Arts in Community Studies from UMASS Boston and a Certificate in Personal Financial Planning from UCLA.

Personal Pursuits

Stephan and his wife, Patricia, spent four years living, working, and traveling through Europe before returning to Thousand Oaks to raise their children. They continue to pursue their passions for travel, hiking, food, and art, while marveling as their children transition into amazing young adults.

In the News

What Mid-Year Tax Strategies Could Save You Money Later?

Mid-year tax planning can help high-income earners reduce tax inefficiencies, optimize Roth conversions, tax-loss harvest strategically, and coordinate charitable giving before year-end deadlines.

Meta’s 2026 Layoffs: How Employees Can Protect RSUs, Benefits, and Financial Stability

Meta’s latest layoffs are creating major financial decisions for employees with RSUs, severance packages, and WARN period considerations. Learn the key planning steps before signing anything.

Mission Wealth’s 2026 Retreat: Growing Together in Chicago

Mission Wealth’s 2026 annual retreat brought nearly 200 team members to Chicago for a week of connection, professional growth, community impact, and unforgettable team experiences.

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.