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Mission Wealth is Growing!

In Articles, Firm Announcements by Michelle Wisniewski

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 …

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Firm Announcements – Volume 41

In Articles, Firm Announcements by Mission Wealth

Mission Wealth again on prestigious FT300 list Mission Wealth is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers for the third year in a row. The list recognizes top independent RIA firms from across the U.S. “Recognition is always appreciated, but the credit also goes to our clients,” Mission Wealth Co-Founder …

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Out and About – Volume 41

In Articles, Firm Announcements by Mission Wealth

Fairview Gardens Farm to Table Dinner Mission Wealth was proud to be a Strawberry Fields sponsor for the Fairview Gardens Farm to Table Dinner. This year it wasn’t rained out! We got to spend an enchanted evening on the farm enjoying a delicious local menu crafted by Chef Rachel Main and wine pairing by Fess Parker Winery.   Spirit of Entrepreneurship Awards …

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Out and About – Volume 40

In Articles, Firm Announcements by Mission Wealth

Soprano Renée Fleming wows Santa Barbara Mission Wealth was proud to sponsor two UCSB Arts & Lectures events in February with world-renowned soprano Renée Fleming. She sang a concert at Campbell Hall and the following day held a master class instructing students at the Lobero Theatre (shown here). Marc Randolph shares insights Mission Wealth hosted an informal conversation at our Santa Barbara …

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Firm Announcements – Volume 40

In Articles, Firm Announcements by Mission Wealth

Mission Wealth proud to announce new partner Client Advisor Tricia Fahnoe has joined the Mission Wealth partner group. She has over 20 years of experience in the investment world, and she has worked extensively with retirees, business owners, doctors, and independent women. Tricia earned her Bachelor of Arts degree in Economics from Northwestern University. Her education continued with both a MBA …

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Firm Announcements – Volume 39

In Articles, Firm Announcements by Mission Wealth

Mission Wealth recognized as one of region’s fastest-growing companies Soon after landing on the 2015 Inc. 5000 list of fastest growing companies in the U.S., Mission Wealth was named one of the fastest growing firms on the Central Coast by the Pacific Coast Business Times. The publication annually ranks the top 50 fastest-growing companies — in the counties of Ventura, Santa Barbara …

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The “Third Age” Presentation

In Articles, Firm Announcements by Mission Wealth

Mission Wealth Management, LLC recently partnered with Bartlett, Pringle & Wolf, the Santa Barbara Foundation, and Social Venture Partners to host a unique event featuring Dr. Peter Brill speaking about the “Third Age.” The presentation was geared towards those who are retired or phasing out of a career and focused on the various ways to attain a greater sense of …

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Bridge and Beyond

In Articles, Firm Announcements by Mission Wealth

Mission Wealth held an exclusive bridge event featuring world-renowned Grand Life Master Bob Crossley. Approximately 50 intermediate players, including avid bridge player and client, Leatrice Luria of Montecito, gathered at the Santa Barbara Club to absorb advanced tips of the game in a workshop led by Crossley. The participants then used the newfound plays in a tournament with ACBL Points. “It …