Seth Streeter is co-founder and chief executive officer of Mission Wealth, a leading wealth management company that specializes in comprehensive financial planning and investment advisory services for high net worth clients across the country. Seth has over 23 years of experience in the financial services industry.
He obtained an M.S. in Financial Planning from the College for Financial Planning, as well as his Certified Financial Planner™ (CFP®), Certified Estate Advisor (CEA®), and Certified Divorce Financial Analyst (CDFA™) designations. Seth graduated with honors from the University of California, Santa Barbara (UCSB) with a B.A. in Communication and Sociology.
Seth has contributed to many national industry and local publications, including The Wall Street Journal, CNBC.com, Financial Planning, Money, Investment News, Montecito Journal, and Ventura Star. He co-authored two weekly columns for The Daily Sound and The Montecito Messenger. He has been frequently featured as a financial resource on news programs for KEYT, an ABC affiliate. Seth was also ranked as one of the nation’s top wealth managers by Worth in 2008, and has been recognized in Pacific Coast Business Times “Who’s Who in Banking & Finance” special edition in 2010, 2011, 2012, 2013 and 2014.
Seth is the thought-leader behind the Inspired Wealth Management movement, helping people to reframe their perspective of wealth beyond just the financial to lead more balanced, impactful, and fulfilling lives. He was recognized by Real Leaders magazine, in 2015, as one of the “Top 100 Visionary Leaders Who Strive to Create a Better World.”
Seth served was the 2014-2015 Global Chair of the Young Presidents’ Organization’s (YPO) Financial Services Network with over 2,000 members. He is an active member of Social Venture Partners (SVP) and was the leader in bringing Fast Pitch SB to Santa Barbara, California. He is on the advisory council for the Land Trust for Santa Barbara County and is an advisory member of the Music Academy of the West. In addition, Seth is the founder of the Inspire Santa Barbara community group.
1. How do you define success?
Inner contentment: realizing that my joy is not dependent upon external circumstances. Awareness and full utilization of my unique gifts, even when I’m going “against the herd.” Helping others and doing what I can to make a difference in the world.
2. What is the key to success?
Knowing that vulnerability is a strength. Optimism. Surrounding myself with people who “think big,” yet are humble and who support my growth, and who are open to me supporting their growth.
3. Did you always know you would be successful?
No. When I was young, I worked hard to fit in. And then in my teens, I accepted my differences and embraced them, and soon found the world was mine to go for.
4. When faced with adversity, what pushes you to keep moving forward?
I trust that things will work out as they are supposed to. I know I can always keep going, even if just for 5 more minutes or for 50 more yards, and then I tell myself that again and again, and keep going.
5. What is the greatest lesson you’ve ever learned?
That there is no external circumstance or achievement required for me to be happy. My peace and contentment are, quite simply, an inside game.
As a very goal-oriented person and high achiever, this completely changed the game for me. I could let go of pressure I put on myself, have more fun, and actually accomplish more.
6. What do you enjoy doing in your spare time?
Taking beach walks with inspiring people. Playing with my kids. Watching a TED talk. Napping with my cat. Physical activity such as swimming, running or yoga. Traveling. Meditation. Falling in love.
7. What makes a great leader?
Someone who cares about people and naturally curious about their passions and interests.
8. What advice would you give to college students about entering the workforce?
Life is too short to follow any path but your own. Set all parental or societal pressures aside and reflect on what lights you up. What do you love to do that comes easily to you? What would you do if you had all the money and time in the world? And then go do that thing!
This interview is an excerpt from Never Give Up by Jason Navallo.
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This interview was conducted for research purposes by author Jason Navallo for his upcoming book, Underdog.
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