Mission Wealth
Bryan Behamta is a digital marketing professional with significant experience across various roles in the industry. Currently serving as a Digital Marketing Specialist at Mission Wealth since July 2023, Bryan manages both organic and paid digital marketing leads, assigning them to teams using Salesforce, Catchlight, and Pardot data. Prior to this role, Bryan worked as a Digital Marketing Assistant at Applicant Background Information, supporting campaigns across multiple channels to enhance brand visibility. Bryan also held the position of Digital Marketing Director at Green Bee Botanicals, where strategies were developed specifically for the cannabis sector. Earlier career experiences include management positions at Athletico and Hot Topic, as well as a crew member role at AMC Theatres. Bryan's educational background includes studies at Ventura County Community College District and Burbank High School.
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.