Wes Patton MS, MBA, CFP®

Wes Patton’s passion for guiding clients towards their financial and personal goals began early on in his career. As an intern at Beacon Pointe Wealth Advisors, he discovered his aptitude for financial planning and decided to pursue it further. After completing his studies at California Lutheran University, Wes joined the financial industry as a Financial Advisor at Edward Jones and FMB Wealth Management before finding his home at Mission Wealth in 2019. Since then, Wes has advanced quickly from a Wealth Advisor to a Partner and Senior Wealth Advisor, thanks to his dedication, hard work, and commitment to his clients.

With a Masters of Science in Financial Planning from California Lutheran University and a Bachelor of Arts in Business Administration and MBA from Chapman University, Wes has developed a strong foundation in finance and business. To further enhance his expertise, Wes obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2019. This prestigious certification attests to his extensive knowledge of financial planning, investment management, retirement planning, tax strategies, and estate planning, making him a trusted advisor for his clients.

When he’s not busy helping his clients achieve their financial goals, Wes likes to spend his spare time exploring the great outdoors and staying active. He enjoys hiking, camping, and biking through the picturesque landscapes of his hometown in Westlake Village, California, where he can soak in the beauty of nature and recharge his batteries.

Wes also has a passion for music and loves to play guitar and bass whenever he gets the chance. He finds that playing music is a great way to unwind and express his creative side. Additionally, Wes enjoys reading and believes that books are a great source of knowledge and inspiration. Whether it’s a classic novel, a biography, or a book on finance and economics, Wes always makes time to expand his horizons and learn something new. To learn more about Wes Patton, view this 2019 spotlight interview.

Wes strongly believes in the importance of giving back to his local community and actively seeks out opportunities to do so. Two organizations that holds a special place in his heart are his churches, Reality Santa Barbara and Atmosphere Church, where he regularly volunteers. Wes has also volunteered with various other organizations, such as Habitat for Humanity, the Boys and Girls Club, and local food banks. He finds great fulfillment in serving others and believes that it’s important to use his skills and resources to make a positive impact in the world.