Alexandra Freres
Director of Finance
Based in Santa Barbara, Alexandra leads financial planning, reporting, capital strategy, and finance operations, providing the analysis and financial perspective that guide strategic decisions and the firm’s long-term growth.
Ways to Connect
As Director of Finance at Mission Wealth, Alexandra Freres oversees the firm’s financial strategy, budgeting, and performance reporting to ensure long-term fiscal health and operational efficiency. With extensive experience in financial planning and analysis, she provides key insights that support strategic decision-making and sustainable growth. Alexandra collaborates closely with leadership to enhance processes, optimize resource allocation, and support firm-wide initiatives, including mergers and acquisitions.
I’m passionate about building a thoughtful, scalable finance function at Mission that empowers our teams to make better decisions and drive long-term success.
Professional Background
Alexandra began her career in audit at Deloitte in San Francisco, where she spent two years serving clients in the financial services industry. She then transitioned into Deloitte’s Mergers & Acquisitions Transaction Services practice, advising private equity and corporate clients on both buy-side and sell-side transactions, with a focus on software companies. She managed end-to-end due diligence processes, including preparing quality-of-earnings reports, analyzing net working capital trends, and identifying key deal issues for clients. Her experience includes working with global private equity firms managing over $65 billion in assets under management.
In 2025, Alexandra joined Mission Wealth as the firm’s first finance department hire and is building out the internal finance function and leading key initiatives across financial reporting, planning, and operations to support the firm’s strategic growth.
Personal Pursuits
Alexandra lives in Santa Barbara with her husband and rescue dog, Lua. She enjoys spending time outdoors—whether it’s hiking, scuba diving, or traveling. A former Spirit of Fiesta in 2015, she remains passionate about dance and local traditions that celebrate Santa Barbara’s vibrant culture.
Community Impact
Alexandra has been involved with Old Spanish Days—a beloved Santa Barbara tradition celebrating the city’s rich cultural heritage—since childhood. Today, she continues to support the organization and participate in local events that promote history, art, and community connection in Santa Barbara.
Connect with us
Here’s how the first steps work:
- 1 Select the type of inquiry
- 2 Tell us what you’d like to discuss
- 3 We’ll connect you with the right person or team
Our team.
Meet the experts in your corner.
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