Meet Mission Wealth’s Specialists on The Psychology of Wealth
Brad Stark is the founding father of Mission Wealth Administration, acknowledged by Barron’s and Forbes as one of many Prime 100 funding advisory corporations within the nation. Brad was an adjunct professor for the Cal State College system the place he taught finance on the MVS Faculty of Enterprise and Economics at CSUCI.
A graduate of UCSB in enterprise economics, he has additionally earned his grasp’s diploma within the discipline of finance in addition to quite a few skilled designations. Brad can also be an creator of a whole lot of articles and he has additionally been a sought-after speaker by corporations similar to Charles Schwab and Constancy Investments.
Joey S. Khoury brings behavioral economics to the forefront of monetary decision-making. Joey attended Cornell College, the place he acquired his B.A. in Economics with Minors in Philosophy, Legislation, and Society. He additionally graduated from Harvard Enterprise Faculty’s Behavioral Finance Government Schooling Program and is an ongoing lecturer at UCSB.
His full-time function is as a Consumer Advisor with Mission Wealth, teaching purchasers by monetary decision-making at each stage of their lives. Joey is a board-certified monetary planner (CFP®) and holds 4 extra designations together with the Utilized Behavioral Finance (ABFP®) certification.