Please read our bios to learn more about us.
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.
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."
Fred has served a diverse group of families, individuals and businesses in his 12 year career as a comprehensive wealth advisor. "I enjoy helping my clients realize the best and highest aspirations they have for themselves and their families, friends, businesses and communities," says Fred. A lifelong Los Angeles area resident, Fred takes pride in the deep roots he has in his local community.
Fred’s financial services career began at Edward Jones Investments before moving to Crowell, Weedon & Co. and, ultimately, to establishing his independent family legacy consultancy, SOHL Family Advisors. Before his career as a wealth advisor, Fred spent 18 years in Healthcare, serving in Business Development roles at several Southern California for-profit and non-profit hospital systems and physician groups.
Fred is a graduate of California State University, Long Beach, earning a bachelor’s degree there before receiving his Master’s degree in Communication Studies from the university in 1989.
Investing in the communities to which he belongs is important to Fred. He is a member and past president of the Rotary Club of San Marino as well as being active in several other local community organizations. Fred lives in San Marino with his wife, Lynette, and their teenage daughter. He is also active in his church, Trinity Lutheran, serving as a member of its church council.
Fred’s hobbies include coaching, teaching, surfing, hiking, gardening and generally enjoying the outdoors. His passion is helping others to realize their dreams.
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.
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.
In order to help you maximize your potential for success in all areas of your financial life, we focus on these important areas:
This process can be key to creating and maintaining your financial comfort. It can include:
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.
We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy.
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.
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.