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Women’s Fund Members and Guests Come Together for the Annual Presentation of Grants

In Articles, Firm Announcements by Mission Wealth

On Monday, May 8, Dannell Stuart and Tricia Fahnoe attended the Women’s Fund of Santa Barbara’s 13th Annual Presentation of Grants event. Over $480,000 in grants were presented to 8 local nonprofits. Representatives from each nonprofit shared a few words about the amazing work they are doing in the community serving the critical needs of women, children and families. There …

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Recognizing the Spirit of Entrepreneurship in Women

In Articles, Firm Announcements by Mission Wealth

Mission Wealth was proud to sponsor the Spirit of Entrepreneurship Awards this past Friday, May 5 at the Coral Casino in Santa Barbara, CA. Dannell Stuart attended along with Kelly Marsh and Sara Caputo (pictured). With Lynda Weinman as Mistress of Ceremonies, and Pamela Webber of Santa Barbara Hotel Group as the recipient of the 2017 Rock Star: Life Achievement …

Spotlight on the Team: Julianna Rote

In Articles, Firm Announcements by Mission Wealth

We are thrilled for our very own Julianna Rote, who recently became the newest member of our team to pass the CERTIFIED FINANCIAL PLANNER™ exam. With this she has been promoted from a Client Advisor Associate to Client Advisor! After three years with our firm, she is very excited about her new role. With this interview – the first of …

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An Afternoon with Angels Foster Care

In Articles, Firm Announcements by Mission Wealth

On Friday, April 28, Mission Wealth’s Director of Business Development Dannell Stuart attended the Angels Foster Care of Santa Barbara’s annual “Angels by the Sea Al Fresco Afternoon”. Since 2006, Angels has placed over 200 infants and toddlers in stable, loving Angels foster homes throughout Santa Barbara County. Several local foster families were honored and celebrated and Erin Graffy and …

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Celebrating Victory at SB Channelkeeper’s 17th Annual Blue Water Ball

In Articles, Firm Announcements by Mission Wealth

Mission Wealth is proud to have helped sponsor the celebration of Santa Barbara Channelkeeper’s recent victories for clean water on April 22. Partner and Client Advisor Geoff Gaggs, along with his guests Stephanie Moret and Peter Schuyler, enjoyed live music, fine local wines, and a gourmet dinner. The event tempted guests with an impressive array of silent auction items including …

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Mission Wealth Named “Best Place to Work” in the Central Coast

In Articles, Firm Announcements by Mission Wealth

Today the Pacific Coast Business Times named Mission Wealth one of the “Central Coast’s Best Places To Work”. This is a new award that has been developed by Pacific Coast Business Times, the weekly business journal for Ventura, Santa Barbara and San Luis Obispo Counties. In the upcoming publication you will find a list of the top ranked organizations in …

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Mission Wealth Kicks off 2017 Season with Music Academy of the West

In Articles, Firm Announcements by Mission Wealth

Mission Wealth is proud to join the Music Academy of the West as a Corporate Council member for another year. Seth Streeter, CEO and Founder of Mission Wealth, attended the Council Reception and Summer Festival Preview on Saturday, March 25, at the Music Academy campus. Members of the Council of Contributors are the foundation of the Music Academy of the …

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Mission Wealth Proudly Supports SB Maritime Museum’s Four Nations Fundraiser

In Articles, Firm Announcements by Amanda Thomas

With a rich maritime history, the Chumash, Spain, Mexico and the U.S. were all well represented through the food, décor and the costumed soldiers (“soldados”) who greeted us. While there were many great live auction items sold, the highlight of the night was the honoree, Ernie Brooks II, a photographer, environmentalist, educator, and former president of the Brooks Institute. Ernie …

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Mission Wealth is Growing!

In Articles, Firm Announcements by Michelle Winkles

Through our recent expansion, staff growth and website overhaul, Mission Wealth has increased and enhanced our presence in the Western United States in order to strengthen our connection with our clients and serve more families.

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Top 50 Women in Business: Amanda Thomas

In Articles, Firm Announcements by Mission Wealth

The Mission Wealth team is proud to announce that Client Advisor Amanda Thomas has been recognized today by the Pacific Coast Business Times as one of the Top 50 Women in Business in 2017. A valued team member, Amanda has over three decades of experience in the financial services industry. Over the course of her career, she was a credit …