CoverProfile

Brian Sottak

Partner & Managing Director

Mission Wealth

United States, California, Santa Barbara

About Me

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.

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

More profiles to browse

Profile Photo
Kieran Osborne
Chief Investment Officer
Profile Photo
Julianna Rote
Partner | Senior Wealth Advisor
Profile Photo
Jose Latorre
Investment Associate
Profile Photo
Alejandro Segovia
Investment Associate

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Dennis Hanson
Principal
Jamison Hanson
NC
Najib Canaan
Chief Executive Officer
Kingswood Group