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.

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.

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

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

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.  

Disclosures

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

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.

Disclosures

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

Seth Streeter, Mission Wealth

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

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