Brian Sottak
CFA®,CFP®,CAIA®
Client Advisor
Brian Sottak
CFA®,CFP®,CAIA®
Client Advisor
Brian Sottak
CFA®,CFP®,CAIA®
Client Advisor
“Spend each day trying to be a little wiser than you were when you woke up.”
– Charlie Munger
Role at Mission Wealth
Brian specializes in advising on investment strategies, deep financial planning, risk management, and tax strategy solutions to business owners, professionals, and retirees.
Spotlight on Brian
In this interview, Brian discusses the rewarding experience he has gained from working with his clients, how he likes to spend his time outside of Mission Wealth and what a day on the job looks like for him.
To read about our interview with Brian, take a look at our Spotlight on the Team: Brian Sottak article!
Specializations
Contact Information
Office Location: San Diego, CA; Santa Barbara, CA; Scottsdale, AZ; Tucson, AZ
Email: bsottak@nullmissionwealth.com
Direct Line: (805) 690-3908
Mobile: (805) 698-0094
Role at Mission Wealth
Brian specializes in advising on investment strategies, deep financial planning, risk management, and tax strategy solutions to business owners, professionals, and retirees.
Spotlight on Brian
In this interview, Brian discusses the rewarding experience he has gained from working with his clients, how he likes to spend his time outside of Mission Wealth and what a day on the job looks like for him.
To read about our interview with Brian, take a look at our Spotlight on the Team: Brian Sottak article!
Specializations
Contact Information
Office Location: San Diego, CA; Santa Barbara, CA; Scottsdale, AZ; Tucson, AZ
Email: bsottak@nullmissionwealth.com
Direct Line: (805) 690-3908
Mobile: (805) 698-0094
Career Highlights
Brian has over 13 years of global multi-asset investment management experience for institutional & private clients across portfolio management, client advising, trading, research, and risk management. He has worked for premier investment firms in San Francisco, the Silicon Valley, and London across the traditional investment management, hedge fund, investment banking, and corporate finance worlds.
Credentials
Chartered Financial Analyst®
The CFA® Program measures the competence and integrity of financial analysts and emphasizes the highest ethical and professional standards. CFA® candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis. Earning the CFA® charter demonstrates mastery of the skills most needed for real-world investment analysis, portfolio management and decision making in today’s fast-evolving global financial industry.
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.
Chartered Alternative Investment Analyst®
This is the globally-recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments, which include private equity, hedge funds, commodities and real estate, among others. Those who have earned the designation successfully pass both the Level I & II exams; have more than one year of qualifying work experience (or four years of professional experience); maintain annual membership dues and abide by the membership agreement.
Career Highlights
Brian has over 13 years of global multi-asset investment management experience for institutional & private clients across portfolio management, client advising, trading, research, and risk management. He has worked for premier investment firms in San Francisco, the Silicon Valley, and London across the traditional investment management, hedge fund, investment banking, and corporate finance worlds.
Credentials
Chartered Financial Analyst®
The CFA® Program measures the competence and integrity of financial analysts and emphasizes the highest ethical and professional standards. CFA® candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis. Earning the CFA® charter demonstrates mastery of the skills most needed for real-world investment analysis, portfolio management and decision making in today’s fast-evolving global financial industry.
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.
Chartered Alternative Investment Analyst®
This is the globally-recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments, which include private equity, hedge funds, commodities and real estate, among others. Those who have earned the designation successfully pass both the Level I & II exams; have more than one year of qualifying work experience (or four years of professional experience); maintain annual membership dues and abide by the membership agreement.
Community Involvement
- Nite Moves in Santa Barbara
- Active volunteer in San Francisco for the Special Olympics, Toys for Tots, and the Soup Kitchen
Personal Pursuits
Brian moved back to his hometown of Santa Barbara three years ago after spending over a decade working in the Bay Area and abroad. He is excited to spend more time with his family and to be putting down roots of his own in Santa Barbara with his wife, Christina, their newly born son Jack, and their Australian Labradoodle puppy Charlie.
Brian is an avid golfer and enjoys staying active at the gym or running on the beach on a daily basis. He loves to travel and has a passion for cars, motorcycles, food, wine and real estate.
Education
Bachelor of Science in Business Administration with a concentration in Financial Management from Cal Poly San Luis Obispo
Brian Recommends
Community Involvement
- Nite Moves in Santa Barbara
- Active volunteer in San Francisco for the Special Olympics, Toys for Tots, and the Soup Kitchen
Personal Pursuits
Brian moved back to his hometown of Santa Barbara three years ago after spending over a decade working in the Bay Area and abroad. He is excited to spend more time with his family and to be putting down roots of his own in Santa Barbara with his wife, Christina, their newly born son Jack, and their Australian Labradoodle puppy Charlie.
Brian is an avid golfer and enjoys staying active at the gym or running on the beach on a daily basis. He loves to travel and has a passion for cars, motorcycles, food, wine and real estate.
Education
Bachelor of Science in Business Administration with a concentration in Financial Management from Cal Poly San Luis Obispo.
Brian Recommends