Will Foley MBA, CFP®, CDFA®

Partner and Senior Wealth Advisor

Based in Gig Harbor, Will helps tech professionals, retirees, and families navigate concentrated stock, retirement income, taxes, investments, and estate planning decisions

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Will Typically Helps

Tech professionals and executives, individuals with concentrated stock positions, pre-retirees and retirees, individuals navigating divorce, families seeking coordinated tax and estate planning, and clients with complex or interconnected financial needs, including those exploring private-market investment opportunities

Serving Clients in

Seattle • Gig Harbor • Bellevue • Portland • Salt Lake City • Communities throughout the Pacific Northwest and Mountain West

Available nationwide through virtual meetings

Questions Will Helps Answer

How can I diversify concentrated stock in a tax-aware way?
Could Roth conversions improve my retirement tax strategy?
When is retirement sustainable, and how can I build reliable income?
How can I coordinate estate planning with tax considerations?
What investment opportunities, including private markets, may be available beyond my current portfolio?

Will Foley is a Senior Wealth Advisor at Mission Wealth, providing specialized financial advisory services to individuals and businesses throughout Seattle, Washington, Portland, Oregon, and the Pacific Northwest region. He is committed to delivering comprehensive financial solutions tailored to clients’ needs and values.
Will works closely with his clients to develop customized goals and portfolios that align with their unique circumstances and long-term objectives. Will is dedicated to guiding his clients through every stage of their financial journey, offering expert advice on retirement planning, tax strategies, insurance, investments, and estate planning.
In 2026, Will joined the Mission Wealth Partner group.

I thrive in an industry where I can be in a position to help others. Working at Mission Wealth allows me to further my passion for wealth management, as well as gaining fulfillment from helping clients improve their financial lives.

—Will Foley, Partner and Senior Wealth Advisor

Will’s Frequently Asked Questions

What should I expect when I begin working with Will as my financial advisor?

Clients can expect strong communication, access to new strategies and ideas, and a coordinated approach to their financial lives. Will helps organize the details across retirement, investments, taxes, and estate planning while explaining unfamiliar topics in clear language. His goal is to help clients feel informed and confident that important financial decisions are being addressed

Will I work directly with Will, and who else may support my financial plan?

Will will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Will will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Will if I live outside Gig Harbor or my situation is not listed above?

Yes. Will meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

Professional Background

Will’s diverse background in customer service within the financial industry and beyond provides him with a unique set of skills that can be applied to financial planning. His experience working across different locations for firms such as Empirical Wealth Management, Edward Jones, and Charles Schwab has exposed him to a variety of financial situations and client challenges, allowing him to develop a more holistic approach to financial planning.

Additionally, his time spent as a deckhand in Alaska demonstrates his ability to adapt to different environments and work under pressure, qualities that are also valuable in the financial industry.

Will received his Bachelor of Science in Business Administration with a concentration in Finance and Marketing, and his MBA with a concentration in Finance, from Gonzaga University. Will holds a CERTIFIED FINANCIAL PLANNER^™ designation.

Personal Pursuits

Will now calls Seattle home, but has a passion for exploring new destinations and has lived in various coastal locations. Hailing from Gig Harbor, Washington, Will’s love for travel has taken him to both national and international destinations. He has a particular interest in fishing and has previously worked as a deckhand on a salmon fishing boat in Alaska. When he’s not on the water, he enjoys competing in beach volleyball tournaments. As a sports enthusiast, Will is a keen supporter of Gonzaga basketball and enjoys watching games or attending them whenever he can.