“Partnering with my clients to help them solve life’s financial challenges and achieve peace of mind brings me great satisfaction.”
Role at Mission Wealth
Jeff becomes personally acquainted with the specific goals and financial lives of his clients and then delivers customized financial planning, risk management, and investment advisory solutions to assist in their goal achievement.
Spotlight on Jeff
In this interview Jeff, who is a California native and a father of two teenagers, prides himself on his ability to go above and beyond to serve his clients.
To read about our interview with Jeff, take a look at our Spotlight on the Team: Jeff Avila article!
Specializations
- Retirees
- Income Planning
- Divorce Planning
- Multi-generational Families
Career Highlights
Jeff has over 20 years of experience in the investment management industry. Before joining Mission Wealth in 2018, he was a Senior Wealth Advisor with Omega Financial Group. Prior to that, he was with Fidelity Investments, where he was a Vice President, Senior Financial Consultant in the Private Client Group.
Credentials
Community Involvement
- San Marcos High School volunteer - Mock Trial
- La Colina Middle School volunteer - Walk through the Ages and Outburst theatrical program
- Kick Ash Bash volunteer
- Boo at the Zoo volunteer
Awards + Recognition
During his time with Fidelity, Jeff received multiple awards, including the President’s Circle Award and several Achiever Awards for service excellence and leadership.
Personal Pursuits
Jeff lives in Santa Barbara with his wife Alexa and two daughters. He enjoys hiking with his family, traveling to national parks and giving back to the community.
Education
College for Financial Planning in Colorado
Jeff Recommends
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