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
More profiles to browse
Alejandro Segovia
Investment Associate
Jose Latorre
Investment Associate

Mitchell Grushen
Senior Wealth Advisor
EN
Emil Nazaretyan
Partner and Director of Investments
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
JB
Joy Bunzel
Client Services
Sierra Investment Management