Joey S. Khoury

CFP®

Client Advisor


“Perfecting the numbers is only the beginning; proper Wealth Management goes beyond the balance sheet and has the ability to truly impact clients’ wellness and quality of life.”

Role at Mission Wealth

Joey becomes personally acquainted with the specific goals and financial lives of his clients and then delivers customized financial planning, risk management, and tax strategies to assist in their goal achievement.

Specializations

Contact Information

Office Locations: Santa Barbara, CA;
Email: jkhoury@nullmissionwealth.com
Direct Line: (805) 690-9005

Role at Mission Wealth

Joey becomes personally acquainted with the specific goals and financial lives of his clients and then delivers customized financial planning, risk management, and tax strategies to assist in their goal achievement.

Specializations

Contact Information

Office Locations: Santa Barbara, CA;
Email: jkhoury@nullmissionwealth.com
Direct Line: (805) 690-9005

Career Highlights

Prior to joining Mission Wealth, Joey was an Associate Wealth Advisor with Beacon Pointe in Newport Beach and over sought the successful implementation of his client’s financial plans and investment objectives. Prior to that, Joey was a Financial Analyst at Canterbury Consulting and focused on managing the investment strategy for a $6B book of business.

Credentials

Personal Pursuits

A lifetime learner and avid adventurer, Joey enjoys reading, cooking, traveling, and landscape photography.

Community Involvement

Women In Distress – Domestic Violence Relief

Education

Cornell University, B.A. in Economics. (Minors in Philosophy, Law, and Society).

Yale University, Program Graduate in Behavioral Finance

Personal Pursuits

A lifetime learner and avid adventurer, Joey enjoys reading, cooking, traveling, and landscape photography.

Community Involvement

Women In Distress – Domestic Violence Relief

Education

Cornell University, B.A. in Economics. (Minors in Philosophy, Law, and Society).

Yale University, Program Graduate in Behavioral Finance

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