Matthew Adams
CEO & Managing Partner at Mission Wealth
- Role
- CEO & Managing Partner at Mission Wealth
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Matthew Adams
As CEO of Mission Wealth, I am responsible for the strategic direction of the firm, enhancing the client experience, elevating firm resources, and developing our client service teams and personnel so that they have freedom to deliver exceptional advice. I enjoy working with a select group of clientele, and lead our Executive Committee. I am most fulfilled when I help our clients understand a new financial concept and believe that education and clear communication are the keys to financial peace of mind.Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA), with offices nationwide. We\'re best known for our service model, driven by a world-class technology stack, that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s goals and needs. The founding vision for Mission Wealth was to empower families to pursue their financial dreams and to serve the best interests of our clients. At the end of the day, we want our clients to know that both they and their family will be well cared for. Once they have this financial peace of mind, they can then focus on more balance, joy, and impact in their life. We\'re more than just financial planners. Let\'s partner together to make your financial vision, a reality.
Experience
CEO & Managing Partner
Jun 2021 — Present · Santa Barbara, CA, US
Education
USC Marshall School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
2001 — 2003
UC Santa Barbara
BA, Business Economics
1993 — 1997
Skills
- Investments
- Equities
- Asset Management
- Portfolio Management
- Alternative Investments
- Mutual Funds
- Wealth Management
- Asset Allocation
- Financial Analysis
- Hedge Funds
- Financial Planning
- Finance
- Securities
- Investment Advisory
- Financial Modeling
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