Portrait of Stephan Goyette

Stephan Goyette CFP®

Partner and Senior Wealth Advisor

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

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

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?

What Clients Say

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 Goyette, Partner and Senior Wealth Advisor

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.

Connect with us

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

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

Request an introduction.

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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 and Mission Wealth may be the right fit to support your life and financial goals.