Jeff Wright

Jeff Wright

Jeff Wright joined the Vision Wealth team in 2005. He brings more than 15 years of financial services industry experience and a strong foundation in financial planning and analysis to the team. He collaborates with team members and clients in the development, analysis, review and monitoring of customized financial plans and strategies. This includes conducting investment research; financial, investment and insurance planning; and identifying portfolio allocations tailored to each client’s needs and risk tolerance.

Jeff graduated from Westmont College with a Bachelor of Arts degree in Business and Economics before entering the financial services industry in 2000.

He and his wife, Brittney, reside in Carpinteria, CA where they are raising two young daughters.

The Vision Wealth Team

Investment advisory services offered through Mutual Advisors, LLC DBA Vision Wealth, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies.

CFP®, CERTIFIED FINANCIAL PLANNER^TM and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Meet The Team

Working together as a cohesive team, our goal is to help ensure you benefit from the collective knowledge, insight and experience we bring as we guide you through life’s many transitions.

Jeff Wright

Jeff Wright

The Vision Wealth Team

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