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Brad Stark

Personal Finance, Retirement, Investing
“With over 20 years of experience in the financial industry, Brad Stark specializes in helping clients through challenging times with his integrated approach allowing clients to feel more confident in their financial future today.”

Mission Wealth

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Brad Stark is a Principal and Co-Founder of Mission Wealth which has been recognized as one of America’s “Top Wealth Managers” for the past nine years. Brad is a member of the firm’s Executive Management and Investment Committees and is responsible for the firm’s client fulfillment process. It is his visionary excellence in the financial industry that drives the strategic direction of the firm.

Brad graduated from University of California, Santa Barbara with a Bachelor of Arts in Business Economics and later completed a Masters of Science in Financial Planning from College of Financial Planning. After completing his undergraduate education, John Hancock, one of the oldest and largest financial firms in the nation, recruited him into the financial industry. He was later asked to join the company’s high net worth division, “Signature Financial Network,” where he went on the “lecture circuit” talking about estate and investment planning. In 2000, Brad co-founded Mission Wealth, a firm built on the foundation of providing comprehensive, objective and independent advice to high net worth families. With twenty years of experience, Brad was named by the Pacific Coast Business Times as a “Top 40 Under 40”business leader in 2004 and has been recognized annually in “Who’s Who In Banking and Finance” edition since 2005. In 2011, Brad was ranked as one of America’s “Top 100 B/D Advisors” by Registered Rep magazine.

Since 1993, Brad has been a sought-after speaker on various financial topics for both public and private organizations, including: Northrop Grumman, Hughes Aircraft, McDonnell Douglas, the County of Los Angeles, Lockheed Martin, University of Southern California, Screen Actors Guild and the Charles Schwab 2007 Leadership Meeting. Brad has also been an adjunct professor for the California State University system teaching corporate finance at the California State University Channel Islands campus.

Born and raised in Los Angeles, Brad and his wife, Tammy, have enjoyed living in Westlake Village for the past fifteen years. His interests include travel, golf, sports and music.


BA, Business Economics, University of California, Santa Barbara

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October 2017
September 2017
    Estate Planning, End of Life
September 2017
    Marriage / Divorce, Personal Finance
September 2017
    Real Estate
October 2017
    Retirement Living, Retirement Savings, Retirement

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    IRAs, Charity
Can I write a check from my IRA to use as a qualified charitable distribution (QCD)?
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From your required minimum distributions you can send up to 100% of the RMD or to a max $100,000, whichever is lower, directly to charity. Writing a check is one of the preferred methods. Keep in mind that you will receive a 1099-R that does not show that the money went to charity. You have to make that adjustment when you report your taxes on your 1040.

September 2018
    Stocks, Taxes
If I get paid cash dividends and I paid taxes on it in the year I received it, do I count the total amount of dividends in loss or gain when I sell my stocks?
100% of people found this answer helpful
September 2018
    Estate Planning, Investing
Is it a good idea to have a brokerage manage my investments, and if so, how do I find a firm to do it for me?
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October 2018
    Real Estate, Stocks
Why do preferred stocks not follow the same standards as regular stocks?
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October 2018
    Stocks, Taxes, Charity
How do I donate stock gains to my IRS approved nonprofit charity, and what tax reduction advantage does that offer?
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November 2018