Our representative, Geoff Gaggs, is exactly what we want and need to help and guide us with our financial situations. He and his aides have been pleasant and easy to work with and always seem to have the answers we need.
Geoff Gaggs MS, CFP®
Based in Santa Barbara, Geoff helps individuals and multigenerational families navigate retirement, inheritance, sudden wealth, and other complex financial decisions through practical, action-oriented planning
Ways to Connect
Who Geoff Typically Helps
Individuals and families who value practical guidance beyond investment management, multigenerational families, pre-retirees and retirees, families navigating inheritance or sudden wealth, clients seeking coordination among their attorneys, CPAs, and other professionals
Serving Clients in
Santa Barbara • Montecito • Goleta • Ventura • San Luis Obispo • Communities throughout California’s Central Coast
Available nationwide through virtual meetings
Questions Geoff Helps Answer
- How can I prepare for retirement and create sustainable income?
- How should I integrate an inheritance or sudden wealth into my plan?
- What should I prioritize financially during divorce or after losing a spouse?
- How can I coordinate tax, charitable, and estate planning?
- How should compensation or a career change affect my plan?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
Geoff Gaggs is a Senior Wealth Advisor and Partner at Mission Wealth with over 30 years of experience serving high-net-worth families. He takes a personalized approach to financial planning, working closely with clients to understand their unique goals and financial circumstances. Geoff develops customized strategies integrating risk management and tax planning to maximize outcomes. With extensive investment experience and access to an open-architecture platform, he provides expert guidance on which existing investments should be retained or sold based on tax considerations and client preferences.
Geoff specializes in multi-generational planning, helping families across the U.S. navigate complex financial and estate planning strategies to preserve wealth and minimize taxes across generations.
What excites me is listening to what my clients want to get done, assisting with developing a plan, and then being personally accountable to helping to get each item completed. Some tasks are within my office and some involve my interaction with my clients’ other professionals, such as their estate attorney, CPA, or other trusted advisor. I enjoy being involved from beginning to end and love getting things done!
Geoff’s Frequently Asked Questions
Clients can expect Geoff to focus on what they want to accomplish and then help move each priority forward. He works through planning tasks, coordinates with attorneys, CPAs, and other professionals, and remains personally involved in helping get things done. Over time, clients can expect a practical relationship grounded in problem solving, follow through, and a deep understanding of their family across generations
Professional Background
Geoff Gaggs is a seasoned financial professional, widely recognized as an expert in his field. He frequently speaks on financial-related topics for a variety of Southern California organizations. In addition to his work as a public speaker, Geoff has also appeared on ABC affiliate KEYT Television, providing expert commentary on financial issues.
Leading publications, including Money Magazine, the Santa Barbara News-Press, and Coastal Woman Magazine, have sought Geoff’s expertise and insights. His thoughtful analysis and commentary have earned him a reputation as a trusted financial guidance and advice source. Whether speaking to a large audience or providing insights for a media publication, Geoff is committed to helping people make informed financial decisions.
Geoff has a Bachelor of Science in Business Finance from California State University Northridge and a Master of Science in Financial Planning with honors from the College for Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER™.
California Insurance License #0B95744.
Personal Pursuits
Geoff is a Santa Barbara, CA native who shares an active lifestyle with his wife and two sons. In his spare time, Geoff loves to travel with his family and play golf.
Community Impact
As a member of the Estate Planning Council of Santa Barbara and the Financial Planning Association (FPA), Geoff is committed to staying up-to-date on the latest trends and best practices in financial planning. He has also served as a past member and board member of the Estate Planning Council of Ventura County and as a past member of Toastmasters International.
Geoff’s commitment to his community extends beyond his professional affiliations. He has loved volunteer coaching for organizations such as the Santa Barbara Soccer Club, AYSO, Page Youth Center, Friday Night Lights Youth Flag Football and the YMCA. Through his involvement with these organizations, Geoff has not only better connected with his own kids, but has also made a positive impact on the lives of countless individuals and families in his community.
Request an introduction to Geoff Gaggs.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Geoff Gaggs and Mission Wealth may be the right fit to support your life and financial goals.
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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