Mission Wealth CEO Seth Streeter was a recent guest on the radio broadcast show “Solutions News” with host Rinaldo Brutoco, who is the founder of the World Business Academy.
Our Mission Wealth spotlight for the month of January is Grant Franklin, our new Investment Associate. In his role, Grant is responsible for trading, investment research and portfolio performance analysis. A University of Colorado graduate, he is pursuing his CFA designation and is currently a Level II Candidate. In this interview, we learn about his love of nature, lacrosse, and old-school country.
Mission Wealth Founder and CEO, Seth Streeter, was a recent guest on “Conversations With Maria Menounos” with host Maria Menounos. In the podcast “Taking on 2019 + Mindful Investing with Seth Streeter“, Seth teaches us how socially conscious investing can help make us happier and improve our health and relationships without sacrificing return. He also explains the ten dimensions of wealth and empowers us with the tools to connect our finances with our values.
Mission Wealth’s Spotlight on the Team for December is Portfolio Administrator Carla Ramos. Carla has been with Mission Wealth for 5 years, and brings to the firm over 20 years of experience in finance. In this interview we learn that Carla enjoys DIY building, reveals her favorite Bay Area sports teams and discusses the ways in which she makes an excellent Mission Wealth team member.
Mission Wealth’s Spotlight on the Team for November is Founder and CEO Seth Streeter. Seth has been in the financial industry for 26 years and founded Mission Wealth in 2000. Nearly two years ago, Seth launched an innovative community building program called Sustainable Future where they are unifying nonprofits, businesses, schools, faith based organizations and the public sector to make Santa Barbara County a shining example for community sustainability. In this interview, Seth discusses growing up in Fort Collins, CO, offers a piece of financial advice and shares his passion for local and global organizations.
On Sunday October 14, 2018, Mission Wealth sponsored the event “Cirque Mechanics 42FT: A Menagerie of Mechanical Marvels”. The show was put on at The Granada Theatre by UC Santa Barbara Arts & Lectures. Multiple Mission Wealth employees attended the vibrant show accompanied by guests whom included clients, prospects, friends and family.
Mission Wealth’s Spotlight on the Team for October is Client Advisor Rory Macdonald. Rory has been with Mission Wealth for nearly 7 years, and brings to the firm over 9 years of experience in finance. In this interview we learn that Rory is a citizen of not only the United States but 2 other countries. He also provides a helpful piece of financial advice on how to set budget goals and make improvements.
On Saturday, October 6, 2018, The Fund for Santa Barbara hosted the 25th Annual “Bread & Roses” celebration at QAD Headquarters. Mission Wealth proudly sponsored the community dinner that was followed by a silent auction. Client Advisor Jenna Rogers was in attendance, and she enjoyed beautiful views at the successful event.
Mission Wealth’s Spotlight on the Team for September is Client Advisor Long Tran. Long has been with Mission Wealth for more than 2 years, and brings to the firm over 10 years of experience in finance. Long is actively working towards achieving his CERTIFIED FINANCIAL PLANNER™ certification. In this interview, he reveals where he got his passion for travel from, his favorite activities and how he helped to change the life of a client for the better.
CEC has pioneered environmental solutions in areas with the biggest impact on climate change – most notably energy, transportation and food systems. The Green Gala helped to raise over $240,000 for the CEC.