Mission Wealth
Jeff Avila has extensive work experience in the financial services industry. Jeff began their career at Fidelity Investments in 2010 as Vice President, Financial Consultant, where they honed their skills in practice management, estate planning, and behavioral finance. Jeff then joined Omega Financial Group, LLC in 2016 as a Senior Wealth Advisor, advising clients on wealth creation, preservation, and distribution. Currently, they are a Partner and Managing Director at Mission Wealth, where they also serve as a Client Advisor, providing personalized guidance to clients in achieving their financial goals.
Jeff Avila, CFP® has attended the College for Financial Planning, where they pursued further education in the field of financial planning. While the specific degree or field of study is not mentioned, Jeff Avila has obtained the prestigious CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board.
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.