I have been with Mission Wealth for 16 years and have been very impressed with this firm. The advisors are professional, knowledgeable, and caring toward their clients. They fulfill their fiduciary obligations well and are always looking to improve your portfolio. I strongly recommend them.
Stephan Goyette CFP®
Based in Westlake Village, Stephan helps individuals approaching retirement and families navigating inheritance, stock compensation, or the loss of a spouse bring greater clarity to complex financial decisions
Ways to Connect
Who Stephan Typically Helps
Pre-retirees and early retirees, executives and employees with stock compensation, families navigating inheritance, beneficiaries settling an estate, widows and widowers, charitably inclined individuals and families
Serving Clients in
Los Angeles • Thousand Oaks • Westlake Village • Calabasas • Agoura Hills • Newbury Park • Communities throughout Southern California
Available nationwide through virtual meetings
Questions Stephan Helps Answer
- How can I prepare for retirement and create sustainable income?
- How should I navigate an inheritance, estate distribution, or sudden wealth?
- How should I plan around stock options or restricted stock units?
- How can I coordinate tax, charitable, and estate planning?
- How can I organize my finances after losing a spouse?
The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.
Stephan Goyette is a Partner and Senior Wealth Advisor at Mission Wealth, serving individuals in Thousand Oaks, CA, and the surrounding communities. By building long-term, collaborative relationships, he delivers comprehensive planning solutions tailored to meet each client’s specific needs. Portfolios are constructed to align with a client’s unique circumstances and long-term objectives. Stephan believes every aspect of a financial plan should be viewed through the lens of tax efficiency and optimization, as these elements are essential to achieving financial independence.
Stephan joined Mission Wealth in May 2026 after spending 20 years building an independent wealth management firm. He continues to bring the same collaborative, fiduciary approach to clients as part of Mission Wealth’s broader advisory team.
Achieving financial independence does not happen by chance, and building an investment portfolio is only one component of exceptional financial planning. Rather than a one-time event, it is an ongoing, holistic process where clients and advisors collaborate to align financial decisions with values, goals, and passions.
Stephan’s Frequently Asked Questions
Planning is not a one-time event. Clients can expect a collaborative, ongoing process that evolves over time, with Stephan serving as a trusted and objective sounding board. He works to simplify the information and decisions clients face while taking a proactive approach toward their financial objectives.
Professional Background
Before joining Mission Wealth in May 2026, Stephan spent 20 years building an independent wealth management firm dedicated to delivering financial planning and investment advisory services in an objective, fiduciary environment. Having worked with clients across the wealth spectrum and experienced similar triumphs and challenges, he believes that empathy is critical in delivering financial planning as a professional service.
Stephan is a CERTIFIED FINANCIAL PLANNER™ Professional. He holds a Bachelor of Arts in Community Studies from UMASS Boston and a Certificate in Personal Financial Planning from UCLA.
Personal Pursuits
Stephan and his wife, Patricia, spent four years living, working, and traveling through Europe before returning to Thousand Oaks to raise their children. They continue to pursue their passions for travel, hiking, food, and art, while marveling as their children transition into amazing young adults.
Request an introduction to Stephan Goyette.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Stephan Goyette and Mission Wealth may be the right fit to support your life and financial goals.
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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