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

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The SpaceX IPO has arrived. Learn tax strategies, equity planning, diversification tips, and wealth management considerations for employees, early investors, and prospective shareholders.

Photos that celebrate Seth Streeter's Retirement Announcement from Mission Wealth

Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact

After more than 26 years of visionary leadership, Mission Wealth celebrates the retirement of Co-Founder and Chief Impact Officer Seth Streeter. From helping build one of the nation’s leading independent wealth management firms to championing life-centered planning, community impact, and meaningful relationships, Seth leaves behind a legacy that will continue to inspire our team, clients, and communities for generations to come.

Mission Wealth Named 2026 Company of the Year by the South Coast Business & Technology Awards

Mission Wealth is honored to receive the 2026 Company of the Year award from the South Coast Business & Technology Awards in Santa Barbara, recognizing our commitment to clients, community, and purpose-driven growth.

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.