Cole Bechtel
Based in Santa Barbara, Cole supports advisory teams with client-data analysis, financial-plan preparation, reviews, reporting, and coordinated follow-through.
Ways to Connect
As a Wealth Advisor Associate at Mission Wealth, Cole Bechtel supports his team in delivering comprehensive financial planning services to clients. He is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through his attention to detail and strong analytical skills, Cole helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.
I am driven by the chance to help people feel secure about their financial future while tackling the analytical puzzles that come with markets and planning. I love taking something complex and turning it into a clear path forward for clients especially as markets change and adapt every single day.
Professional Background
Cole brings hands-on experience across wealth management, investment research, and hedge fund strategy to his work at Mission Wealth. Prior to joining the firm, he worked for the Business Development & Research team at Altus Private Capital, conducting analytically driven investment research. At MKT Advisors, he built financial models and developed a proprietary system to track risk across clients’ equity allocations. Cole’s expertise spans financial modeling, portfolio analysis, and investment due diligence, with a particular focus on holistic client-first planning objectives.
After graduating with a Bachelor’s in Economics, he remains closely engaged with the next generation of investment talent at UC Santa Barbara, where he served as a Portfolio Manager for the Dean’s Investment Group, helping oversee an $800,000+ endowment fund, and as the president, built Investment Connection into one of campus’s largest financial education organizations with over 1,500 legacy members.
Cole is currently pursuing his CFA and CFP designations along with his personal research.
Personal Pursuits
Cole loves traveling and exploring new places, cultures and cuisines. He is an active golfer and surfer among other sports and activities. He enjoys a great deal of strategy games, especially Settlers of Catan.
Community Impact
Cole values community involvement and large scale impact through personal and team efforts. He is on the board of Wild Soul Animal Rescue and actively participates in local volunteering initiatives.
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