Mission Wealth
Andrew Kulha, JD, CFP® has a diverse work experience spanning various industries and positions. Andrew is currently the Director of Estate Strategy at Mission Wealth since 2022. Before that, they worked as a Wealth Advisor at Mariner Wealth Advisors from 2018 to 2022. Prior to entering the finance industry, Andrew worked as an Attorney at McCulloch & Miller, PLLC in Houston, Texas from 2016 to 2018. Andrew also worked as a Contracts Administrator at Emerson Process Management - Rosemount Analytical from 2014 to 2016. Andrew's earlier experiences include being a Law Student at Chapman University School of Law from 2011 to 2014, an Intern at the U.S. Department of State in 2009, and an Intern at Deutscher Bundestag in 2008. At Deutscher Bundestag, they served as a liaison and conducted research for a parliament member on various issues.
Andrew Kulha, JD, CFP®, obtained a Bachelor of Arts degree in German and Government from The University of Texas at Austin, where they attended from 2006 to 2010. Andrew later pursued a Doctor of Law (J.D.) degree from Chapman University Fowler School of Law, which they completed from 2011 to 2014. In addition to their educational background, Andrew has obtained various certifications including Certified Financial Planner (CFP) from the Certified Financial Planner Board of Standards in April 2020, Series 65 from FINRA (Financial Industry Regulatory Authority) in April 2018, and Attorney status from the State Bar of Texas in May 2016 and the California State Bar in November 2014.
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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.