Brian Sottak is a Partner and Managing Director at Mission Wealth, leading the Southwest regional teams, including Santa Barbara, Los Angeles, Irvine, and San Diego California; and Scottsdale and Tucson, Arizona areas. He provides tailored financial planning, investment management, risk management, and tax strategy solutions to business owners, professionals, and retirees. Brian is also a member of the Mission Wealth Investment Committee, where he specializes in customized portfolio management and Alternative Investments.
Brian Sottak
Partner & Managing Director
Mission Wealth
United States, California, Santa Barbara
About Me
Profile Information
Partner & Managing Director
Mission Wealth
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Santa Barbara
California
United States
Aug 30, 2024
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