Brad Stark

MS, CFP®, AAMS®, CMFC℠


Founder and Chief Compliance Officer

 

Brad Stark

MS, CFP®, AAMS®, CMFC℠

Founder and Chief Compliance Officer

 

Brad Stark

MS, CFP®, AAMS®, CMFC℠

Founder and Chief Compliance Officer

 

Brad Stark

MS, CFP®, AAMS®, CMFC℠

Founder and Chief Compliance Officer

“I feel best when I make a difference in someone’s life.”

Role at Mission Wealth

Brad works directly with a select list of clients and is responsible for the Southern California Group as well as Compliance functions of the firm. As a member of the Executive and Investment Committees, he contributes to the firm direction and client experience.

Specializations

As a founder of of the firm, Brad has truly seen it all over the years. He specializes in estate and legacy planning, along with finding solutions to complex challenges.

Contact Information

Office Location: Santa Barbara, CA; Westlake Village, CA; Los Angeles, CA
Email: bstark@nullmissionwealth.com
Direct Line: (805) 690-3901

Role at Mission Wealth

Brad works directly with a select list of clients and is responsible for the Southern California Group as well as Compliance functions of the firm. As a member of the Executive and Investment Committees, he contributes to the firm direction and client experience.

Specializations

As a founder of of the firm, Brad has truly seen it all over the years. He specializes in estate and legacy planning, along with finding solutions to complex challenges.

Contact Information

Office Location: Santa Barbara, CA; Westlake Village, CA; Los Angeles, CA
Email: bstark@nullmissionwealth.com
Direct Line: (805) 690-3901

Career Highlights

Brad entered the finance industry straight from UCSB and has become recognized as one of America’s “Top Wealth Managers.” He founded Mission Wealth in an effort to provide advice and an experience that clients deserved: a high standard of quality that he would expect himself as a client.

While the firm has grown over the years, he is proud to this day that the business has not lost its original priority of putting the needs of clients first. (Mission Wealth has been a fiduciary since the founding of the firm in March 2000.) Brad believes the firm owes its success to the client relationships that have been built together over the decades and the excellent and talented people that have joined Mission Wealth’s quest for excellence.

Credentials

Career Highlights

Brad entered the finance industry straight from UCSB and has become recognized as one of America’s “Top Wealth Managers.” He founded Mission Wealth in an effort to provide advice and an experience that clients deserved: a high standard of quality that he would expect himself as a client.

While the firm has grown over the years, he is proud to this day that the business has not lost its original priority of putting the needs of clients first. (Mission Wealth has been a fiduciary since the founding of the firm in March 2000.) Brad believes the firm owes its success to the client relationships that have been built together over the decades and the excellent and talented people that have joined Mission Wealth’s quest for excellence.

Credentials

Community Involvement

  • Adjunct professor of finance from 2008-2012 for the MVS School of Business and Economics at CSU Channel Islands
  • Sits on a number of non-profit boards / councils, mostly focused in the area of education
  • Member of the Estate Planning Council of Santa Barbara
  • Board Member of the Adizes Institute

Awards + Recognition

Brad has been named by the Pacific Coast Business Times as “Top 40 Under 40,” and he’s routinely recognized in their “Who’s Who In Banking and Finance” section. He is also ranked as one of America’s “Top 100 Independent B/D Advisors” by Registered Rep magazine.

Disclosures

Community Involvement

  • Adjunct professor of finance from 2008-2012 for the MVS School of Business and Economics at CSU Channel Islands
  • Sits on a number of non-profit boards / councils, mostly focused in the area of education
  • Member of the Estate Planning Council of Santa Barbara
  • Board Member of the Adizes Institute

Awards + Recognition

Brad has been named by the Pacific Coast Business Times as “Top 40 Under 40,” and he’s routinely recognized in their “Who’s Who In Banking and Finance” section. He is also ranked as one of America’s “Top 100 Independent B/D Advisors” by Registered Rep magazine.

Disclosures

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