Please read our bios to learn more about us.

Bios

At Mission Street Wealth Planning we offer a unique approach to investing for individuals committed to planning their financial future. We have a proud history of providing personalized, independent financial advice and guidance to our clients.

Please read our bios to learn more about us.

Bios

Gary E. Pia

Founder and Owner
Gary E. Pia

Gary E. Pia is the founder and owner of Mission Street Wealth Planning.

He began his career in financial services by successfully completing the training program at Merrill Lynch. That experience led to leading Transamerica Life Insurance Company’s innovative securities dealer marketing initiative. While there he led the expansion into the rapidly emerging financial planning sector.

Gary left the corporate world in 1986 to form an independent financial and investment advisory firm, which, in 2014, became Mission Street Wealth Planning.

Gary is an experienced community leader. He is currently serving his second term as the elected City Treasurer of the City of South Pasadena, California. He has previously served the American Cancer Society (ACS) as the Chair of the Society’s Investment Committee. He is a recipient of the Society’s Volunteer Lifetime Achievement award and is an Honorary Life Member of the ACS California Division Board.

He is a past Chair of the Board for the South Pasadena Chamber of Commerce. He has served as a member of two financial advisory boards for the South Pasadena Unified School District. He serves on the advisory board of the Pacific Film Foundation. He was also instrumental in the founding of the South Pasadena High School Girls Golf Team. He is a graduate of Brigham Young University.

Gary lives in South Pasadena, CA with his wife, Kathryn Compton. He enjoys reading, cooking, golf, Maui, time with friends and family, and playing bass guitar in his rock band, “Day Job."

Education and Professional Certifications

  • Bachelor of Arts, Communications, Brigham Young University

Areas of Practice

  • Wealth Management
  • Investment Planning
  • Retirement Planning
  • Estate and Legacy Planning

Professional and Civic Affiliations

  • Past Chair of the Board for the South Pasadena Chamber of Commerce
  • Past Member of two Financial Advisory Boards for the South Pasadena Unified School District
  • Advisory Board of the Pacific Film Foundation
  • Instrumental in founding the South Pasadena High School Girls Golf Team

Associates

Patricia A. Alexander

Investment Advisor Representative

Nichole Clark

Business Development / Client Services Associate

Email Nichole »


Kathryn Compton

Marketing & Events

Email Kathryn »

Working Together

With the many demands on your time and the complexities of the financial decisions you face, the comprehensive wealth advisory approach we provide can help make a real difference, both for your family and your business.

Team of Experts

We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with a team of experts, including your CPA and Estate Attorney, to determine the most beneficial course of action and strategy for all of your wealth needs. And if you don’t have a CPA or Estate Attorney, we can help you find the right one, based on your specific goals.

We also work with Third-Party Administrators, Custodians, Record Keepers and other professionals in order to help meet all of your retirement plan needs.

It is our goal that by having a team of experts working closely together, we maximize the effectiveness of your plan to help ensure that it stays in synch, with every item properly addressed.

Comprehensive Approach

In order to help you maximize your potential for success in all areas of your financial life, we focus on these important areas:

Wealth Enhancement

This process can be key to creating and maintaining your financial comfort. It can include:

  • Managing resources and your portfolio
  • Tax planning and tax efficiency issues
  • Personal savings
  • Simplifying your financial life
  • Education funding

Wealth Transfer

Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can reduce or prevent much of the stress that so often occurs when heirs attempt to sort out a family member’s estate.

Charitable Giving

We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy.

Wealth and Income Protection

We work to ensure that your wealth is protected against catastrophic losses, an extended illness or disability and identity fraud. Business owners might also want to consider strategies to protect their wealth and the value of their businesses.

Retirement Plans

We also offer a comprehensive range of retirement plan solutions, from 401(k) plans to profit sharing plans, defined benefit plans and many other qualified plan types, we provide the options you need and the guidance you deserve. This means we can help you plan for — and enjoy — a more secure retirement, both personally and professionally.