Brad Stark Founder of Mission Wealth

Brad Stark

In by Mission Wealth

Brad Stark, Founder and Chief Strategy Officer Mission Wealth

Brad Stark

MS, CFP®, AAMS™, CMFC℠

Founder and Chief Strategy Officer

Thousand Oaks

(805) 690-3901

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

Brad Stark is the Co-Founder and Chief Strategy Officer 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 and Investment Committee. 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 is the Co-Founder and Chief Strategy Officer 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 and Investment Committee. 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.

Learn About Brad Stark

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, CERTIFIED FINANCIAL PLANNER™, Accredited Asset Management Specialist™, and Chartered Mutual Fund Counselor™.

Personal Pursuits

When he's not working, Brad enjoys spending time with his wife and exploring Westlake Village, where they've called home for over two decades. 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 and sits on several nonprofit boards and councils, 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.

Awards and Recognitions

Top 40 Under 40, Pacific Coast Business Times
Who's Who in Banking and Finance, Pacific Coast Business Times
Top 100 Independent B/D Advisors, Registered Rep Magazine 

*for award disclosures and methodology, visit awards & rankings

Spotlight on Andy Penso

Mission Wealth Success Story

A client needed support with all facets of wealth management, including a low basis concentrated stock position. The client was looking for a high-touch relationship, and retired recently, needing the portfolio to replace earned income. After a deep-dive analysis, we determined a need for increased income to cover rising medical expenses. We were able to accomplish this through the use of alternatives and covered calls. Along with our strategy team and in-house CPA, we also assisted the client with complex tax planning.

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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.
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