Rick and Joe conclude their conversation with Seth Streeter, the Co-Founder and Chief Impact Officer of Mission Wealth, which manages over $4.6 billion across over 2000 clients. In part two, Seth talks about what separates Mission Wealth from other wealth management companies and why he believes money is a ‘byproduct of the karma of our actions.’
About Seth Streeter: Seth is the Co-Founder and Chief Impact Officer of Mission Wealth, a nationally recognized wealth management company known for providing caring advice that empowers families to achieve their dreams. Mission Wealth manages over $4.6 billion across over 2000 clients. Headquartered in Santa Barbara, CA, the firm has offices located across the country.
Mission Wealth is proud of its 2020 Best Work Places recognition by Fortune, Investment News, and Inc. Magazine and as the #1 ranked Best Places to Work for Financial Advisers for firms in its size category. As the company continues to grow, the company culture remains coveted.
Mr. Streeter is a thought-leader in the area of conscious financial planning. He helps people reframe their perspective of wealth beyond just the financial to enjoy more balanced, impactful, and fulfilling lives. In 2016, he spoke on the TEDX stage, The Untethered Life: Wealth Redefined and shared his powerful message. In 2015, he was recognized by Real Leaders magazine as one of the Top 100 visionary leaders who strive to create a better world through his influence in this area.
A very active member of his community, Mr. Streeter has served on numerous nonprofits and as a community builder. In 2014 he brought the innovative Fast Pitch SB program to Santa Barbara, allowing 20 local nonprofits to gain valuable training, exposure, volunteers and cash prizes to build their capacity. In 2015 he served as a judge and advisor for the same program, serving an additional 20 local nonprofit organizations.
In 2017, Mr. Streeter founded SustainableFuture.org, a nonprofit designed to unite the community to address serious climate change concerns. The fun and easy-to-use technology platform utilizes gamification to amplify existing nonprofit, business, schools and public programs that empower positive actions. In 2020, Sustainable Future led a Santa Barbara Team in the global Eco Challenge and came in 14th place across 818 teams globally.
Mr. Streeter has been an active member of YPO (Young President’s Organization), serving in various capacities, including as the Global Chair for the Financial Services Network with over 2,000 executive members, as the founder of the Inspired Living YPO subnetwork and on the Board of the Health & Wellness network with 5,000 members. In 2017 he spoke at the organization’s Global Leadership Conference in Vancouver and has since become a keynote speaker and facilitator, including the award-winning “Develop your 3.0 Vision for Life” international retreats that he leads.
Mr. Streeter is an active father to his two teenage children. He has coached and cheered their youth sport teams, taken them on volunteer trips abroad and spoken at their schools. Chocolate chip cookies, exercising in nature, deep friendships and being of service to others is what fuels Mr. Streeter to make the most of each day.