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.

To read about our interview with Seth, take a look at our Spotlight on the Team: Seth Streeter article!

• Redefining Wealth
• Charitable Planning
• Divorce Planning

Seth has nearly three decades 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.

• Founder of Sustainable Future, a collaborative environmental initiative across for-profit and non-profit sectors to promote sustainability, volunteerism and wellness actions.
• 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
• Founding member, officer and board member of the YPO Pacific One regional chapter.

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

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, annually since 2010.

Disclosures

• Article: Divorce and Finances: Making an Easier Transition
• Video: The 8 Categories of Success
• Video: Seth's TEDx Talk