Jeff Avila Partner and Client Advisor Mission Wealth

Jeff Avila

In by Mission Wealth

Jeff Avila Partner and Managing Director at Mission Wealth

Jeff Avila

CFP®

Partner and Managing Director

Santa Barbara, Austin, Denver

(303) 802-5008

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“I partner closely with clients—listening to their stories, understanding their goals, and guiding them through financial decisions with empathy and care. There’s nothing more fulfilling than helping someone feel secure and confident about their future. I also oversee a talented team of advisors, ensuring each client benefits from our collective insight and personalized support every step of the way."

Jeff Avila is a Partner and Wealth Advisor at Mission Wealth, where he serves as Managing Director of our Central, Denver, Colorado region. With a deep understanding of his clients' needs, Jeff specializes in developing customized investment solutions, estate planning, and financial strategies that help them achieve their current and long-term financial goals. Jeff is dedicated to providing personalized service and building strong relationships with his clients, ensuring their financial success every step of the way.

“I partner closely with clients—listening to their stories, understanding their goals, and guiding them through financial decisions with empathy and care. There’s nothing more fulfilling than helping someone feel secure and confident about their future. I also oversee a talented team of advisors, ensuring each client benefits from our collective insight and personalized support every step of the way."

Jeff Avila is a Partner and Wealth Advisor at Mission Wealth, where he serves as Managing Director of our Central, Denver, Colorado region. With a deep understanding of his clients' needs, Jeff specializes in developing customized investment solutions, estate planning, and financial strategies that help them achieve their current and long-term financial goals. Jeff is dedicated to providing personalized service and building strong relationships with his clients, ensuring their financial success every step of the way.

Learn About Jeff Avila

Professional Background

With over 20 years of experience in the investment management industry, Jeff Avila brings a wealth of expertise to his role as a Partner and Client Advisor at Mission Wealth. Prior to joining the firm in 2018, he served as a Senior Wealth Advisor at Omega Financial Group and as a Vice President and Senior Financial Consultant in the Private Client Group at Fidelity Investments.

Jeff is a graduate of the College for Financial Planning in Colorado, where he honed his skills and knowledge in financial planning and investment management. He is also a CERTIFIED FINANCIAL PLANNER™.

Personal Pursuits

Jeff Avila is proud to call Santa Barbara home, where he resides with his wife, Alexa, and their furry family, including a dog and two cats. When he's not serving his clients, Jeff cherishes spending time with his daughters, who attend college in Washington, DC and New Orleans. Jeff and Alexa share a love for the great outdoors and enjoy hiking, skiing, and traveling to national parks together.

Community Impact

Jeff is also involved with the Community Emergency Response Team (CERT), a FEMA-sponsored organization, and has become certified as a CERT member and volunteer. CERT trains volunteers in basic disaster response skills, such as:

  • Fire safety
  • Light search and rescue
  • Team organization
  • Disaster medical operations

 

Jeff Avila Community Impact

Awards and Recognitions

President’s Circle Award, Fidelity
Achiever Awards, Fidelity

*for award disclosures and methodology, visit awards & rankings

Spotlight on Andy Penso

Mission Wealth Success Story

A client who recently sold her business needed a comprehensive wealth management plan. The client was referred to Mission Wealth to help guide her through a recent business transition and the subsequent tax, estate planning, and investment planning needs.

We conducted an in-depth analysis of her situation including a comprehensive tax and estate plan review to ensure her affairs were organized in the most tax-efficient way. The cash flow analysis uncovered additional income needs that we complemented with covered calls on concentrated stock holdings. Additionally, we were able to further increase her income with access to alternative assets.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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