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
Master of Science in Personal Financial Planning
Those who have earned an MS in Financial Planning are prepared to advise their clients on a wide spectrum of financial needs. Course topics include advanced pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis and portfolio management, and financial statement analysis. The curriculum is based on a client-centered, problem-solving method using case studies to give students a hands-on approach.
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Accredited Asset Management Specialist
This designation is awarded to those who have successfully completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
Chartered Mutual Fund Counselorsm
This designation is awarded to those who have completed a course of study encompassing all aspects of mutual funds and their uses as investment vehicles. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
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
Master of Science in Personal Financial Planning
Those who have earned an MS in Financial Planning are prepared to advise their clients on a wide spectrum of financial needs. Course topics include advanced pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis and portfolio management, and financial statement analysis. The curriculum is based on a client-centered, problem-solving method using case studies to give students a hands-on approach.
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Accredited Asset Management Specialist
This designation is awarded to those who have successfully completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
Chartered Mutual Fund Counselorsm
This designation is awarded to those who have completed a course of study encompassing all aspects of mutual funds and their uses as investment vehicles. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
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.
Personal Pursuits
Born and raised in Los Angeles, Brad and his wife have enjoyed living in Westlake Village for over 20 years.
His interests include travel, golf, sports and music.
Education
Bachelor of Arts in Business Economics from University of California, Santa Barbara (UCSB)
Master of Science in Financial Planning from the College for Financial Planning
Brad Recommends
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.
Personal Pursuits
Born and raised in Los Angeles, Brad and his wife have enjoyed living in Westlake Village for over 20 years.
His interests include travel, golf, sports and music.
Education
Bachelor of Arts in Business Economics from University of California, Santa Barbara (UCSB)
Master of Science in Financial Planning from the College for Financial Planning
Brad Recommends