Cfa Cfp®
Partner & Managing Director at Mission Wealth
Email:
b****@missionwealth.com
Phone Number: (***)-***-****
Brian Sottak is a Partner and an Advisor at Mission Wealth leading the southern California and Arizona regional teams. He specializes in advising clients on custom investment strategies, ...
Read More
Profile Privacy
-
Share Profile
MISSION WEALTH
-
Headquarters: 1111 Chapala St, Santa Barbara, California, 93101, United States
-
Industry Financial Services
-
Website missionwealth.com
-
HQ Phone 80********
-
Description
Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and impl...Read More
-
Employees 51-200
-
Revenue 50 Million to 100 Million
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Mission Wealth Org Chart and Mapping
Email
Phone
Frequently Asked Questions Regarding CFA Cfp®
Answer: Cfa Cfp® works for Mission Wealth as Partner & Managing Director
Answer: Cfa Cfp®’s role in Mission Wealth is Partner & Managing Director
Answer: Cfa Cfp®'s email address is b***@gmail.com
Answer: Cfa Cfp®'s business email address is b****@missionwealth.com
Answer: Cfa Cfp®’s direct phone number is (***)-***-****
Answer: Cfa Cfp® works in the industry of: Financial Services
Answer: Cfa Cfp® is the current Partner & Managing Director at Mission Wealth.... Read More
Answer: Cfa Cfp® works Mission Wealth located at 1111 Chapala St, Santa Barbara, California, 93101, United States
Answer: Mission Wealth's Partner & Managing Director is Cfa Cfp®
Answer: CFA Cfp® contact details:
- Phone number : (***)-***-****
- Email : b****@missionwealth.com
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Powered by
Sign in to CIENCE GO Data to uncover contact details
Free credits every month