Will has been my Financial Advisor for the past four or five years. Maybe longer? For many years of my life I’ve struggled with having a Financial Planner (I’m as frugal as my father!). But the truth is, I don’t understand the markets, I don’t follow my finances as closely as I probably should and I find quite a bit of it confusing. It’s so very nice to have the peace of mind I get having Will as my Financial Advisor. If I have a question about anything at all. Whether it’s annoying mail I don’t understand, anxiety over my retirement, anxiety over whether I’m saving enough or understanding how to get information when I need it, Will is always there to help me answer questions and give me the peace of mind that helps me sleep better at night. One such meeting came up recently. After talking with Will I’m walking away with a sense of calm in my gut that hadn’t existed for weeks before. I appreciate his continued support, mkt intel and ability to put me at at ease. ♥️
Will Foley MBA, CFP®, CDFA®
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
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?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
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’s Frequently Asked Questions
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
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.
Community Impact
As a part of his volunteer time off (VTO) benefits at Mission Wealth, Will volunteers his time at the Fish Food Bank in Gig Harbor.
Request an introduction to Will Foley.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Will Foley 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