Seth Streeter

Founder - CEO - Mission Wealth

MS, CFP®, CEA®, CDFA™ at Mission Wealth Management, LLC - SB in Santa Barbara, CA

About

I am a change agent who is passionate about helping people realize their financial, personal and career goals. I am also driven to make my community and world a better place. Life is too short to settle for less! Are you getting the most from your wealth, personal talents, goodwill and hired advisors? Do you need a strategy and reminder to live the life you have always dreamed? Specialties: Comprehensive financial planning, investment advisory and wealth management. Investment minimum $1MM+, specialized in "life event" planning: Retirement, Business Liquidity, Family Loss, Wealth Transfer and Divorce. Investments, Financial Planning, Insurance, Tax, Estate Planning, Charitable Giving Strategies and Family Office Services. My purpose is to help people shine where they naturally shine.

Contact
Click for phone number
(805) 690-3905
Address
1111 Chapala Street 3rd Floor in Santa Barbara, CA 93101
Info
None specified

Reviews

Peer Endorsements

Best Answers

Seth Streeter has not answered any questions.

Accomplishments

Awards

Bloomberg/Wealth Manager Magazine's Top Wealth Managers, 2002-2012.
CPA/Wealth Manager's Top CPA/Financial Planning Firms, 2007 (#2 in CA)
Financial Advisor Magazine's Fastest Growing Wealth Management Firms, 2006
Honors Graduate, UCSB, 1992
Pacific Coast Business Times "Top 40 Under 40", 2002, "Who's Who in Finance" 2010
Worth Magazine's Top Wealth Advisor Ranking 2008

Publications

No Publications listed.

Speaking Engagements

No Speaking Engagements listed.

Background

Experience

Member
Owner-CEO
Founder - Leader
Thought Leader

Education

University of California at Santa Barbara
Univ. of Denver, College for Financial Planning
College for Financial Planning