Mission Wealth has been named to Pacific Coast Business Times list of the Central Coast Best Places to Work for 2022. The list is the result of a wide-ranging and comprehensive measurement of Ventura, Santa Barbara, and San Luis Obispo companies that have created exceptional workplaces and company culture.
Since being integrated into the Business Times’ special reports lineup five years ago, Central Coast Best Places to Work has quickly turned into one of the most popular publications on their editorial calendar. They have put together an approachable survey to collect nominations and determine the region’s best employers. Only individuals employed by the organization and based in the region may submit, and employees are limited to one survey submission.
At Mission Wealth, we believe our culture comes before everything else. We know that investing in our people is also an investment in our clients, and an investment in our clients is also an investment in our community. We cherish our team members and strive to create an environment where everyone can flourish.
At Mission Wealth, caring is one of our leading core values. Thus, diversity, equity, and inclusion are foundational pillars to who we are and what we stand for. We celebrate varied perspectives and backgrounds, knowing this is a strength that sparks creativity and innovation to thrive in an increasingly diverse world.
Our firm promotes an equal opportunity environment, with widespread representation of various races, gender identities, religions, sexual orientations and other diverse communities.
Our Mission is to help people live their best life™. Mission Wealth is committed to continually strengthening our company culture through diversity and inclusion programs in both our work environment and the extended communities we serve.
Additionally, Mission Wealth partners with numerous nonprofits to champion volunteer efforts and philanthropic support to amplify our diversity and inclusion impact.
“When I look around the firm, I am proud to be associated with each and every person.” said Founder and Chief Strategy Officer Brad Stark.
“Trust, caring, mutual respect, high moral character, smarts are not even a question but just a given. Each person knows without a doubt that everyone is working together as a team for a collective good. It’s a wonderful and special environment. But it only happens because of who the people are in their hearts and minds. We are fortunate to have attracted more than our fair share.”
Mission Wealth partners with numerous nonprofits to champion volunteer efforts and philanthropic support to amplify our diversity and inclusion impact. We have continued to
Mission Wealth is dedicated to creating an exceptional workplace and a diverse, inclusive, and caring company culture.
We feel very privileged to serve others, for this reason, giving back is embedded into the Mission Wealth culture. This impact can be seen from corporate sponsorships and events, team volunteering, volunteer time off, and individual philanthropic efforts.
Why do our employees love working at Mission Wealth? It's our people. Each person brings their unrivaled talents and individuality to work as a team and make a difference.
considerably increase our community support dollars towards nonprofit sponsorships and partnerships throughout the country. We have been proud to support nearly 100 local, national, and international nonprofit organizations in the last year. Not only do we choose to support the organizations that our clients are intimately involved with, we also support each team member’s community involvement. Each employee is encouraged by the firm to get involved or give back in their own way; many sit on boards, volunteer, or participate in committees.
One of our missions as a company is to help alleviate our clients’ concerns about money so that they can use their gifts, resources and connections to create greater impact in the world. Mission Wealth is focused on educating clients about how to increase their philanthropic impact and make giving more meaningful in their own lives. Through life planning, we help clients identify and realize their dreams. We make an impact by empowering people to make educated and informed decisions and deliver peace of mind and security so clients can focus on what is important in life.
To learn more about our team, click here.
About Pacific Coast Business Times
Pacific Coast Business Times is the weekly business journal of record serving Santa Barbara, Ventura, and San Luis Obispo counties.
Pacific Coast Business Times produces numerous awards events each year, including Spirit of Small Business, Top 50 Women in Business, Central Coast Best Places to Work, Business Hall of Fame, Latino Business Awards, Fastest Growing Companies, 40 Under 40, and Central Coast Innovation Awards. These events offer unique sponsorship and networking opportunities, as well as a chance to get to know the region’s top companies.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 that oversees over $4.8 billion in client assets under management. Mission Wealth is known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and risk management solutions tailored to each client’s needs.
Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
Copyright © 2022, Mission Wealth is a Registered Investment Advisor. All rights reserved.
ALL INFORMATION HEREIN HAS BEEN PREPARED SOLELY FOR INFORMATIONAL PURPOSES. ADVISORY SERVICES ARE ONLY OFFERED TO CLIENTS OR PROSPECTIVE CLIENTS WHERE MISSION WEALTH AND ITS REPRESENTATIVES ARE PROPERLY LICENSED OR EXEMPT FROM LICENSURE. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS. INVESTING INVOLVES RISK AND POSSIBLE LOSS OF PRINCIPAL CAPITAL. NO ADVICE MAY BE RENDERED BY MISSION WEALTH UNLESS A CLIENT SERVICE AGREEMENT IS IN PLACE.
Pacific Coast Business Times Central Coast Best Place to Work Disclosure: to be eligible for this ranking, employees are asked, but not required, to complete a short, anonymous employee engagement survey on the Pacific Coast Business Times website. Based on responses to the survey, the PCBT ranks the highest-scoring small and large organizations in the region based on score and percentage of employees responding in that specific year. Multiple nominations needs to be made in order to be eligible for this list. There is no fee to be included on the list.