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Griffin K
Series 65
Austin, TX
Mission Wealth Management, LP
Griffin Kent is a financial advisor at Mission Wealth Management, LP in Austin, TX, with four years of industry experience. He holds a Series 65 credential and has previously worked at Silicon Hills Wealth Management and The University of Texas at Austin. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and customized portfolio management. The firm employs long-term strategies incorporating ETFs, mutual funds, individual securities, and alternative investments, and offers specialized services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.
Michael W
Series 65
Austin, TX
Mission Wealth Management, LP
Michael Widling is a financial advisor at Mission Wealth Management, LP in Austin, TX. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Pacific Rim Adventures Inc., Yardi Systems, and several academic institutions. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans and endowments. The firm employs customized, typically long-term investment strategies using a variety of asset types and offers services including tax-aware trading, discretionary management, and ERISA retirement plan fiduciary support.
Jose L
Series 65
Austin, TX
Mission Wealth Management, LP
Jose Latorre is a financial advisor at Mission Wealth Management, LP in Austin, TX, holding a Series 65 license with two years of industry experience. Prior to joining Mission Wealth Management in 2024, he worked at Ceera Investments LLC and the CFA Institute. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers tiered wealth management services emphasizing customized, long-term strategies using ETFs, mutual funds, individual securities, and alternative investments, with discretionary account management and tax-aware trading.
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