Jeff Avila
CFP®, CDFA™
Client Advisor
Jeff Avila
CFP®, CDFA™
Client Advisor
Jeff Avila
CFP®, CDFA™
Client Advisor
“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
Contact Information
Office Location: Santa Barbara, CA; Scottsdale, AZ; Tucson, AZ; Denver, CO
Email: javila@nullmissionwealth.com
Direct Line: (805) 690-9011
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
Contact Information
Office Location: Santa Barbara, CA; Scottsdale, AZ; Tucson, AZ; Denver, CO
Email: javila@nullmissionwealth.com
Direct Line: (805) 690-9011
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
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Certified Divorce Financial Analyst®
The professional training for the certification is focused on understanding and estimating the long-term costs of a divorce, including the tax consequences of divorce agreements, the process of dividing and valuing property fairly, determining how much alimony and/or child support is appropriate and for how long, and modeling the future values of retirement and pension funds. Candidates must complete four modules during their training to achieve the designation and must obtain continuing education credits each year to maintain their certification status.
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
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Certified Divorce Financial Analyst®
The professional training for the certification is focused on understanding and estimating the long-term costs of a divorce, including the tax consequences of divorce agreements, the process of dividing and valuing property fairly, determining how much alimony and/or child support is appropriate and for how long, and modeling the future values of retirement and pension funds. Candidates must complete four modules during their training to achieve the designation and must obtain continuing education credits each year to maintain their certification status.
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
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