Brad Stark, Ms, Cfp® Email & Phone Number

As Founder of Mission Wealth, I am focused on managing and growing Mission Wealth’s presence. I am dedicated to building long-term relationships with clients and strategic partners. I enjoy welcoming new clients to the firm and my role in servicing some client relationships. My specialties are in estate and legacy planning, and I take immense pleasure in finding solutions to complex planning challenges. At the end of the day, I feel most fulfilled when I’ve made a difference in someone’s life. As Chief Compliance Officer for Mission Wealth, I ensure that the company and all its employees are in compliance with the rules and regulations of regulatory agencies. Additionally, I make certain that company policies and procedures are being followed, and that employee behavior meets the company’s Standards of Conduct. After completing my undergraduate education, John Hancock recruited me into the financial industry. I was later asked to join the company’s high net worth division where I went on the “lecture circuit” speaking about estate and investment planning. In 2000, Seth Streeter and I co-founded Mission Wealth in an effort to provide advice and an experience that clients deserved.Mission Wealth is a nationally recognized wealth management firm that specializes in guiding clients through major life events. Our clients seek our help when faced with events such as retirement, inheritance, divorce, sale of a business, receipt of stock options, health concerns or loss of a loved one. Through our integrated approach, we help people feel more confident in their financial future. I’m a California native—I was born and raised in Los Angeles. My wife and I have enjoyed living in Westlake Village for over 20 years. My interests include travel, golf, sports and music.

Listed skills include Program Manager, Wealth Management, and Training.