Brad Stark MS, CFP®

Rating: 5
Author: Ichak A.

Co-Founder, Chief Financial Officer, and Chief Compliance Officer

Based in Lisle, Brad brings a founder’s perspective and more than 30 years of industry experience to Mission Wealth’s compliance culture, strategic direction, investment oversight, and continued commitment to clients.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

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How Brad Sets Mission Wealth Apart

Brings a founder’s perspective to strategy and compliance
Protects a transparent, client-first service model
Connects strong standards with practical client care
Shares decades of insight across leadership and investment decisions

What Brad is Proud to Help Build

Mission Wealth’s founding principles for the next generation
A culture of trust, accountability, and collaboration
Stronger leaders through mentorship
High standards that endure as the firm grows

Ichak A.

09/11/2025

The most important asset a company can have, and that is especially true in the service industry, and critical in the financial advisory services industry, is TRUST. Well, Mission Wealth has my one hundred and ten percent trust in how they handle my money. Their judgment is based on a prudent analysis of the risk-benefit ratio, and they have not failed me in the years I have been using their services. If you want to sleep peacefully at night and know someone is handling your financial well-being, go to Mission.

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

Brad Stark is the Co-Founder, CFO, and CCO of Mission Wealth, a leading wealth management firm that has been recognized as one of America’s “Top Wealth Managers.” With his extensive experience in the financial industry, Brad is a key member of the firm’s Leadership Team, Investment Committee and Board Member. He is responsible for providing visionary leadership and driving the strategic direction of the company to achieve its mission of helping clients achieve their financial goals.

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

—Brad Stark, Co-Founder, Chief Financial Officer, and Chief Compliance Officer

Professional Background

Brad Stark 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.

Brad has a Bachelor of Arts in Business Economics from University of California, Santa Barbara (UCSB), as well as a Master of Science in Financial Planning from the College for Financial Planning. Brad was an adjunct professor of finance from 2008-2012 for the MVS School of Business and Economics at CSU Channel Islands.

His certifications include Master of Science in Financial Planning and CERTIFIED FINANCIAL PLANNER™.

California Insurance License #0B09374.

Personal Pursuits

When he’s not working, Brad enjoys spending time with his wife traveling, attending shows and rescuing stray animals. He’s an avid traveler, golf enthusiast, and music lover.

Community Impact

In addition to his work at Mission Wealth, Brad is actively involved in the community with a focus on education. He also serves as a board member for the Adizes Institute, a global organization dedicated to improving the performance and management of businesses and governments.