Kristen Taylor is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in the San Francisco, California and surrounding Bay Area.
Brian Sottak
Brian Sottak serves as a Partner and Managing Director for Mission Wealth. He manages the Southwest regional teams, delivering customized investment management, financial planning, risk management, and tax strategy solutions to business owners, professionals, and retirees. Brian is also a member of the Mission Wealth Investment Committee.
Julianna Rote
Julianna Rote serves as a Client Advisor for Mission Wealth. In this process, she becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.
Kieran Osborne
Kieran Osborne is a Partner and the Chief Investment Officer at Mission Wealth. He is responsible for portfolio management, trading, analysis, and research functions.
Rory Macdonald
Rory Macdonald serves as a Partner and Senior Wealth Advisor for Mission Wealth. Rory becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, asset protection and tax planning solutions to assist them in making their dreams a reality.
Rick D. Gonzalez
Rick D. GonzalezMBA, CFP®, CIMA®, AWMA™Partner and Senior Wealth AdvisorLos Angeles(310) 865-5817CONTACT RICKRick D. GonzalezMBA, CFP®, CIMA®, AWMA™Partner and Senior Wealth AdvisorLos Angeles(310) 865-5817CONTACT RICK”My greatest priority is to be a pillar of support for my clients and their families. I take pride in offering guidance on how to prioritize their needs, realize their goals, and fulfill their dreams. Seeing …
Dannell Stuart
Dannell Stuart is the President and a Partner at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Andy Penso
As a Partner and Chief Business Development Officer at Mission Wealth, Andy Penso is responsible for delivering customized financial planning, risk management and tax planning solutions to high net worth clients in order to help them achieve their personal and financial goals.
Geoff Gaggs
Geoff GaggsMS, CFP®Partner and Senior Wealth AdvisorSanta Barbara(805) 690-3904CONTACT GEOFF”I find so much joy in my job because I get to help people every day. My main focus is to provide expert guidance to my clients, so they can make well-informed financial decisions and feel secure about their financial well-being. Ultimately, it’s about helping them reach their life goals with …
Matthew Adams
Matthew Adams is Chief Executive Officer and Managing Partner of Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.