Mission Wealth - Thousand Oaks

EST. AUM
$196,683,394

CONTACTS

CLIENT ACCOUNTS
198

Firm Details

Metro area Los Angeles
CRD Number 133566
Website goyettefinancial.com
Client types

Overview

GFP Wealth Management was a Thousand Oaks, California-based fee-only registered investment adviser operated through Goyette Financial Planning, Inc. The firm was established by Stephan Goyette in 2005 and specialized in personalized financial planning and portfolio management for individuals, high-net-worth individuals, families, and small business owners. Its services included cash-flow analysis, expense and tax analysis, portfolio and investment analysis, risk management review, estate planning review, retirement planning, asset allocation, investment recommendations, and rebalancing. GFP provided discretionary portfolio management and worked with Asset Dedication, LLC for portfolio implementation and operational support. As of December 31, 2025, the firm reported $196.7 million in discretionary assets under management. In May 2026, Mission Wealth added/acquired the solo-advisor RIA, and Stephan Goyette joined Mission Wealth as Partner and Senior Wealth Advisor in Thousand Oaks.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Mission Wealth - Thousand Oaks

Platform Details

Investment Preferences

Alternative Activity

Address

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