Kaleo Fernandez
Based in San Francisco, Kaleo analyzes client information, builds personalized financial plans, and supports ongoing reviews and reporting for advisory teams across the firm.
Ways to Connect
As a Wealth Advisor Associate at Mission Wealth, Kaleo Fernandez supports his team in delivering comprehensive financial planning services to clients in the Santa Barbara area. He is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through his attention to detail and strong analytical skills, Kaleo helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.
I am deeply passionate about helping people use wealth as a means for creating freedom and purpose in their lives. I was introduced to the markets when I was young by my parents (I bought my first stock in Jamba Juice when I was seven years old) and grew to love the practice of capital stewardship professionally while working with fund managers in a previous role around developing sustainability criteria for their portfolio companies. I have also come to love financial wisdom from reading and following many of history’s great investors: Warren Buffet, Charlie Munger, Peter Lynch, Chris Hohn, Mark Leonard, Li Lu, Nick Sleep and others. I am incredibly grateful alongside Mission Wealth to be able to support our clients in creating lasting wealth for themselves and their families.
Professional Background
Before his career in wealth management, Kaleo spent five years in tech sales, selling software mainly into large financial institutions in banking and asset management in the world of fast-growing venture-backed startups. He was fortunate to work with a number of top fund managers around implementing sustainability initiatives within their portfolio companies. Prior to that, Kaleo was a student-athlete at UC Berkeley and represented the Cal Bears on the Men’s Soccer team.
Personal Pursuits
Kaleo’s interests include surfing, hiking, pickup soccer, and playing Hawaiian music.
Community Impact
Kaleo is a San Francisco Financial Planning Association member and a former dry dock crew member with the Polynesian Voyaging Society.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
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