Seth Streeter
MS, CFP®, CDFA™
Founder and CEO
Seth Streeter
MS, CFP®, CDFA™
Founder and CEO
Seth Streeter
MS, CFP®, CDFA™
Founder and CEO
“Helping people achieve their dreams and enjoy more peace in their lives is what inspires me each day.”
Role at Mission Wealth
Seth brings vision, passion and deep interpersonal connections to the Mission Wealth team and client families. He considers it a privilege to serve by helping people live more fulfilled lives.
Specializations
Contact Information
Office Location: Santa Barbara, CA
Email: sstreeter@nullmissionwealth.com
Direct Line: (805) 690-3905
Role at Mission Wealth
Seth brings vision, passion and deep interpersonal connections to the Mission Wealth team and client families. He considers it a privilege to serve by helping people live more fulfilled lives.
Specializations
Contact Information
Office Location: Santa Barbara, CA
Email: sstreeter@nullmissionwealth.com
Direct Line: (805) 690-3905
Career Highlights
Seth has over 25 years of experience in the financial industry. He has been featured in many national publications and shows, including The Wall Street Journal, Forbes, Money Magazine, Business Rockstars and Investment News.
Seth is a thought-leader in conscious financial planning, helping people to reframe their perspective of wealth beyond just the financial to lead more balanced, impactful, and fulfilling lives. He was recognized by Real Leaders magazine in 2015 as one of the Top 100 visionary leaders who strive to create a better world. In 2016, he was asked to speak on the TEDx stage to share his powerful message.
Credentials
Master of Science in Personal Financial Planning
Those who have earned an MS in Financial Planning are prepared to advise their clients on a wide spectrum of financial needs. Course topics include advanced pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis and portfolio management, and financial statement analysis. The curriculum is based on a client-centered, problem-solving method using case studies to give students a hands-on approach.
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
Seth has over 25 years of experience in the financial industry. He has been featured in many national publications and shows, including The Wall Street Journal, Forbes, Money Magazine, Business Rockstars and Investment News.
Seth is a thought-leader in conscious financial planning, helping people to reframe their perspective of wealth beyond just the financial to lead more balanced, impactful, and fulfilling lives. He was recognized by Real Leaders magazine in 2015 as one of the Top 100 visionary leaders who strive to create a better world. In 2016, he was asked to speak on the TEDx stage to share his powerful message.
Credentials
Master of Science in Personal Financial Planning
Those who have earned an MS in Financial Planning are prepared to advise their clients on a wide spectrum of financial needs. Course topics include advanced pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis and portfolio management, and financial statement analysis. The curriculum is based on a client-centered, problem-solving method using case studies to give students a hands-on approach.
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
- Founding member of Sustain SB, a collaborative environmental initiative across for-profit and non-profit sectors to make Santa Barbara an example for sustainability
- Global Chair of the Young Presidents’ Organization’s (YPO) Financial Services Network with over 2,000 members in 2014-2015
- Member of Social Venture Partners (SVP)
- Founding leader of Fast Pitch SB, a venture-pitch model for the non-profit sector
- Advisory Council for the Land Trust for Santa Barbara County
- Advisory Member for the Planned Giving Committee of the Music Academy of the West
- Member of the Estate Planning Council of Santa Barbara
- Youth sports coach
Awards + Recognition
Seth was ranked as one of the nation’s top wealth managers by Worth magazine in 2008 and has been recognized in Pacific Coast Business Times “Who’s Who in Banking & Finance” special edition in 2010, 2011, 2012, 2013, 2014, 2015, 2016 and 2017.
Personal Pursuits
Seth resides in Santa Barbara, California with his two children. He remains active with various fitness activities, coaching and community building. He enjoys travel, connecting with fascinating people, continuous learning, writing, and being an active father.
Seth and his children
Education
Bachelor of Arts with honors in both Communication and Sociology from the University of California, Santa Barbara (UCSB)
Master of Science in Financial Planning from the College for Financial Planning
More Resources
- Article: Divorce and Finances: Making an Easier Transition
- Video: The 8 Categories of Success
- Video: Seth’s TEDx Talk
Community Involvement
- Founding member of Sustain SB, a collaborative environmental initiative across for-profit and non-profit sectors to make Santa Barbara an example for sustainability
- Global Chair of the Young Presidents’ Organization’s (YPO) Financial Services Network with over 2,000 members in 2014-2015
- Member of Social Venture Partners (SVP)
- Founding leader of Fast Pitch SB, a venture-pitch model for the non-profit sector
- Advisory Council for the Land Trust for Santa Barbara County
- Advisory Member for the Planned Giving Committee of the Music Academy of the West
- Member of the Estate Planning Council of Santa Barbara
- Youth sports coach
Awards + Recognition
Seth was ranked as one of the nation’s top wealth managers by Worth magazine in 2008 and has been recognized in Pacific Coast Business Times “Who’s Who in Banking & Finance” special edition in 2010, 2011, 2012, 2013, 2014, 2015, 2016 and 2017.
Personal Pursuits
Seth resides in Santa Barbara, California with his two children. He remains active with various fitness activities, coaching and community building. He enjoys travel, connecting with fascinating people, continuous learning, writing, and being an active father.
Seth and his children
Education
Bachelor of Arts with honors in both Communication and Sociology from the University of California, Santa Barbara (UCSB)
Master of Science in Financial Planning from the College for Financial Planning
More Resources
- Article: Divorce and Finances: Making an Easier Transition
- Video: The 8 Categories of Success
- Video: Seth’s TEDx Talk