Portrait of Creede Murphy

Creede Murphy MBA, CFP®

Wealth Advisor

Based in San Diego, Creede helps retirees and pre-retirees prepare for retirement and build customized portfolios using an endowment style approach that may include private alternative investments.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

Who Creede Typically Helps

Retirees, pre-retirees, experienced investors seeking customized portfolios, individuals interested in incorporating private alternative investments.

Serving Clients in

San Diego • La Jolla • Del Mar • Rancho Santa Fe • Carlsbad • Communities throughout Southern California

Available nationwide through virtual meetings

Questions Creede Helps Answer

  • How can I prepare for retirement and develop a clear retirement plan?
  • Could an endowment-style investment approach fit my goals?
  • How should I evaluate private and alternative investments?
  • How can I implement a customized portfolio?

What Clients Say

As a Wealth Advisor at Mission Wealth, Creede Murphy works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Creede delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Creede leverages his expertise to provide clients with tailored advice and guidance.

Planning is important, but the most important part of every plan is to plan on the plan not going according to plan.

—Creede Murphy, Wealth Advisor

Creede’s Frequently Asked Questions

Clients can expect a structured process that begins with gathering information and understanding their circumstances. Creede then identifies their life goals, analyzes current courses of action, develops and presents recommendations for a financial plan and investment portfolio, and helps implement the agreed upon strategies.

Professional Background

Creede Murphy is a Wealth Advisor at Mission Wealth, serving individuals and businesses in San Diego, California, and the surrounding area. Prior to Mission Wealth, Creede served as Chief Operating Officer and Portfolio Manager at American Assets Capital Advisers, LLC for more than 14 years, where he grew a startup boutique asset management firm from $1 million in assets under management to over $1 billion, raising hundreds of millions in client capital, and winning multiple industry awards for investment performance.

Creede holds two Masters degrees including an MBA from the University of California San Diego where he studied Modern Portfolio Theory from Nobel Prize winner Harry Markowitz. His certifications include a FINRA Series 65 License, and he holds the CERTIFIED FINANCIAL PLANNER™ certification. Creede is also a licensed Architect.

Creede enjoys the financial markets and investment management, but what really excites him is connecting money to purpose: helping people make better decisions and live more fulfilling lives.

Personal Pursuits

Creede loves to travel and has visited more than 100 countries across all seven continents. Some of his favorite travels include sailing in Santorini, hiking the Inca trail to Machu Pichu, and honeymooning in Bora Bora. Creede loves spending time with his wife and two-year-old son and enjoys living near the beach in Southern California.

Community Impact

As a volunteer, Creede has used his architectural training to help build homes for Habitat for Humanity and is passionate about sustainable eco-design. He is also passionate about nature conservation and participates in nature clean-ups.

Connect with us

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

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

Request an introduction.

Request an introduction.

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Request an Introduction
to Creede Murphy

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Creede and Mission Wealth may be the right fit to support your life and financial goals.