View Post

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 …

View Post

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 …

View Post

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 …

View Post

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 …

View Post

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 …

View Post

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.

View Post

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 …

View Post

Firm Announcements – Volume 41

In Articles, Firm Announcements by Mission Wealth

“Recognition is always appreciated, but the credit also goes to our clients,” Mission Wealth Co-Founder Brad Stark said. “This award is shared with the entire Mission Wealth family and it is a reflection of the special relationships we have built over the past 16 years.” This is the third annual list. More than 1,500 pre-screened RIA firms were invited to …

View Post

Out and About – Volume 41

In Articles, Firm Announcements by Mission Wealth

Jenna was happy to share that she left the event feeling “completely inspired after being surrounded by hundreds of creative, hardworking, and successful women who have not only made it themselves, but have also done so much good for our community.” Financial Advisor IQ: Value Your Clients’ Non-Financial Assets Too Client Advisor Jenna Rogers has been quoted as an expert …

View Post

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 …