Wes Patton

MS, MBA, CFP®
Client Advisor


 
 

Wes Patton

MS, MBA, CFP®
Client Advisor

“An investment in knowledge always pays the best interest.”

Role at Mission Wealth

Wes becomes intimately acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.

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

Contact Information

Office Locations: Santa Barbara, CA
Direct Line: (805) 690-9010

Role at Mission Wealth

Wes becomes intimately acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.

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

Contact Information

Office Locations: Santa Barbara, CA
Email: wpatton@nullmissionwealth.com
Direct Line: (805) 690-9010

Career Highlights

Prior to joining Mission Wealth in 2019, Wes worked as a Financial Advisor with Edward Jones and FMB Wealth Management. He performed comprehensive financial planning and investment analysis, as well as providing back-end research and support.

Education

Career Highlights

Prior to joining Mission Wealth in 2019, Wes worked as a Financial Advisor with Edward Jones and FMB Wealth Management. He performed comprehensive financial planning and investment analysis, as well as providing back-end research and support.

Education

Personal Pursuits In his spare time, Wes enjoys hiking, camping, biking, reading, and playing guitar and bass.

Learn more about Wes in this Spotlight on the Team interview!

Education

Bachelor of Arts in Business Administration and MBA from Chapman University. Wes earned his CFP® in August of 2019

Personal Pursuits In his spare time, Wes enjoys hiking, camping, biking, reading, and playing guitar and bass.

Learn more about Wes in this Spotlight on the Team interview!

Education

Bachelor of Arts in Business Administration and MBA from Chapman University. Wes earned his CFP® in August of 2019

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