Portrait of Kate Bland

Kate Bland

Wealth Advisor Associate

Based in Santa Barbara, Kate supports advisors by reviewing client financial information, preparing financial plans, and assisting with ongoing reviews and year-end reporting.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

As a Wealth Advisor Associate at Mission Wealth, Kate Bland supports her team in delivering comprehensive financial planning services to clients. She is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through her attention to detail and strong analytical skills, Kate helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.

I am passionate about my role at Mission Wealth because it allows me to learn directly from experienced advisors while playing a real role in serving clients. Being part of a collaborative team has made the work both exciting and rewarding.

—Kate Bland, Wealth Advisor Associate

Professional Background

Kate holds a bachelor’s degree in Economics from UCSB. She has also received certificates in both the Technology and Management Program and the Strategic Investments Program at UCSB. Kate is a portfolio manager for UCSB’s endowment fund, with over $700k in AUM, and has previously interned at Thorofare Capital on the origination team.

Personal Pursuits

Kate loves outdoor running and yoga. She also likes to swim in the ocean and play beach volleyball, and she recently got into reading.

Community Impact

Kate is the VP of Community Relations of UCSB’s Pi Beta Phi, where she hosts and runs their philanthropic efforts and organizes events to get members engaged in the community. Their philanthropy is Read > Lead > Achieve, where proceeds raised go towards literacy around the US and Canada. She also goes to the local elementary school twice a month to read with children who are developing their reading skills.

Connect with us

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

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

Request an introduction.

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Request an Introduction
to Kate Bland

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Kate and Mission Wealth may be the right fit to support your life and financial goals.