Mission Wealth
Alejandro Segovia is an experienced investment associate currently working at Mission Wealth since April 2021. Prior to this role, Alejandro served as an investment operations associate at Beacon Pointe from April 2019 to April 2021. Alejandro also holds extensive experience in leadership as a platoon leader with the 348th Transportation Company, where responsibilities included providing transportation for bulk petroleum products and logistical support for the 336th Combat Sustainment Support Battalion. Earlier in career, Alejandro was an implementation specialist at ADP, guiding clients through payroll processes and assisting business owners with various operational issues. Alejandro earned a Bachelor's Degree in Business Administration and Management from the University of Arizona in 2017.
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Mission Wealth
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 implementation (usually customized) and integrating that with the lives of our clients (tax, income needs, gifting, charitable, family, retirement, complex decisions, legacy, estate, etc.). Our firm has many offices all across the U.S. Mission Wealth's service offerings include financial planning, investment management, estate and trust planning, asset protection, charitable giving, tax planning, retirement planning, and inspired living. Because we are independent and do not sell proprietary products, we can provide impartial financial advice to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients’ desires will be carried out. We talk to clients’ accountants to make sure the investments and taxes are integrated. Finally, we review clients’ insurance coverage and help make sure there is adequate coverage at the best possible price. Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.