Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.
Oliver Schulten CFP®, AWMA™, AAMS™
Based in Newport Beach, Oliver helps retirees, executives, and individuals with concentrated stock coordinate retirement income, equity compensation, taxes, estate planning, and portfolio decisions
Ways to Connect
Who Oliver Typically Helps
Pre-retirees and retirees, executives with equity compensation, individuals with concentrated stock positions, families with complex tax and estate planning needs
Serving Clients in
Los Angeles • Beverly Hills • Newport Beach • Irvine • Laguna Beach • Communities throughout Los Angeles and Orange counties
Available nationwide through virtual meetings
Questions Oliver Helps Answer
- How can I prepare for retirement?
- How should I plan for Roth conversions and required minimum distributions?
- How can I diversify concentrated stock in a tax-aware way?
- How should I navigate equity compensation and options strategies?
- How can I coordinate complex tax and estate planning?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
As a Senior Wealth Advisor at Mission Wealth, Oliver Schulten works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Oliver delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Oliver leverages his expertise to provide clients with tailored advice and guidance.
I fell in love with wealth management when I realized I could help clients achieve peace of mind regarding their wealth. There is no greater satisfaction than guiding clients through life’s financial complexities and ensuring their financial future is well-planned and secure.
Oliver’s Frequently Asked Questions
Clients can expect a highly communicative and technically focused approach that makes complex concepts easier to understand. Oliver explains the reasoning behind his recommendations and helps connect retirement, investment, tax, and estate decisions into a clear plan
Professional Background
Originally from Seal Beach, California, Oliver attended the University of California at Santa Barbara (UCSB) and graduated with a Bachelor of Science in Financial Mathematics and Statistics.
Oliver first joined Mission Wealth as an Advisory Intern in our Santa Barbara office, then transitioned to a full-time role as an Advisor Associate, and subsequently became a Wealth Advisor based in our Los Angeles and Newport Beach offices after moving back to Orange County.
In his free time, Oliver is pursuing his MBA at UCLA’s Anderson School of Management as a part of their Fully Employed MBA (FEMBA) program. He also enjoys playing beach volleyball, golf, and tennis.
Personal Pursuits
Outside of serving clients, Oliver enjoys a game of beach volleyball, golf, the sport of fishing, and exploring the beautiful coast and many cuisines of California.
Community Impact
A large portion of Oliver’s volunteer work has been through beach clean-up missions. He’s volunteered his whole life for the cause, starting in Seal Beach, Isla Vista, and in Santa Barbara.
Request an introduction to Oliver Schulten.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Oliver Schulten and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
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