Bryan Behamta AWMA™
Based in Santa Barbara, Bryan helps prospective clients take the first step in exploring Mission Wealth by learning what prompted their interest, answering initial questions, and coordinating the right next conversation with a Client Development Advisor or a Mission Wealth Advisor.
Ways to Connect
Who Bryan Typically Helps
- Individuals and families beginning to explore Mission Wealth
- Prospective clients with initial questions about the firm and its services
- People considering changing financial advisors
- Individuals unsure which Mission Wealth professional to contact
- Prospects ready to move into a more focused conversation
Serving Prospective Clients in
Nationwide
Questions Bryan Helps Answer
- How do I get started with Mission Wealth?
- What types of clients and financial needs does Mission Wealth support?
- Who at Mission Wealth should I speak with about my situation?
- What happens after I submit an inquiry?
- How can I begin exploring a change in financial advisors?
As a Client Acquisition Specialist at Mission Wealth, Bryan supports the firm’s digital outreach and client acquisition efforts, helping individuals and families take the first step in exploring Mission Wealth.
Bryan often serves as an early point of contact for prospective clients. He learns what prompted their interest, answers initial questions about the firm, and coordinates the appropriate next conversation with a Client Development Advisor or a Mission Wealth advisor whose experience and approach may be well suited to their needs.
Success is not a destination; It's a relentless journey fueled by curiosity, resilience, and the courage to challenge the status quo.
Bryan’s Frequently Asked Questions
Bryan will learn what prompted you to explore Mission Wealth, ask about the financial questions or concerns currently on your mind, and answer initial questions about the firm. The goal is to determine whether a more focused conversation may be worthwhile and identify the most appropriate next step.
Professional Background
Bryan is a certified marketing professional with a rich background in business and technology. His journey began at Ventura College, where he pursued a degree in Business Administration, sharpening his skills in strategic planning, organizational dynamics, and leadership. He then continued his academic journey by obtaining certifications from industry giants such as Google and Meta to expand his comprehensive knowledge of digital marketing strategies and his ability to leverage the power of online platforms.
Personal Pursuits
Bryan is a spirited adventurer who shares every moment with his beloved pug, Daggett. Together, they enjoy days on the beach, kayaking, and traveling the world as inseparable companions. At home, Bryan enjoys experimenting in the kitchen, whipping up flavorful dishes, and diving into great movies. He’s also passionate about technology, staying curious about the latest innovations and what they can bring to the future. Life for Bryan is all about exploring, creating, and staying curious—with Daggett always along for the ride.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor