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!

Contact Information

Office Location: San Diego, CA; Santa Barbara, CA
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!

Contact Information

Office Location: San Diego, CA; Santa Barbara, CA
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

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

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

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