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Celebrating Champions in Health Care with Pacific Coast Business Times

In Articles, Firm Announcements by Mission Wealth

On June 22, Dannell Stuart attended the 2017 Champions in Health Care event hosted by the Pacific Coast Business Times. With a lot of the baby boomer generation starting to head toward retirement, health care needs for the aging demographic is at high demand. This year’s event aimed to honor individuals in the health care sector that have shown exceptional …

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Mission Wealth Named to Financial Times 300 Top Registered Investment Advisers

In Articles, Firm Announcements by Mission Wealth

Mission Wealth is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers, which was released today. The list recognizes top independent RIA firms from across the U.S. This is the fourth year in a row that Mission Wealth has been recognized. Mission Wealth manages over $1.5 billion in assets, …

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Mission Wealth Featured in Pacific Coast Business Times “Who’s Who in Banking & Finance”

In Articles, Firm Announcements by Mission Wealth

Mission Wealth partners Seth Streeter, Brad Stark, Dannell Stuart and Tricia Fahnoe are featured in today’s special issue of Pacific Coast Business Times “Who’s Who in Banking & Finance”. Every year, PCBT publishes a listing of key players in the region’s pivotal banking and finance industry. This Who’s Who profiles senior executives in one of the region’s most dynamic industries. …

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Spotlight on the Team: Steve Caltagirone

In Articles, Firm Announcements by Mission Wealth

I moved a ton as a kid. I was actually in a different school and/or different state each year for many of my formative years. I then moved across the country to start high school in California. I believe the cumulative experience made me incredibly adaptable to just about any environment. I also think it led to me being extremely …

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Supporting Education for Children at the 10th Annual Fore Our Schools Golf Tournament

In Articles, Firm Announcements by Mission Wealth

On May 22, Matt Adams from Mission Wealth participated in the 10th Annual Moraga Schools Golf Tournament, which benefited the schools of Camino Pablo, Los Perales, Rheem Elementary, Joaquin Moraga Intermediate, and Campolindo High School. The tournament is a community-wide tradition hosted by Fore Our Schools Foundation, and has raised nearly $450,000 for the Moraga Education Foundation over the course …

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An Enriching Evening with Fairview Gardens

In Articles, Firm Announcements by Mission Wealth

On Friday May 19, Seth Streeter and Michelle Wisniewski from Mission Wealth attended the Fairview Gardens “Farm to Table” Celebration. Mission Wealth was a proud sponsor of the truly enriching experience on the farm. The event began with Mulberry cocktails and refreshing beverages from Mathiasen Family Wine Company and Fiddleback Brand Wines. A live band played a melody as guests …

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‘Eat Pray Love’ Author Speaks at Granada

In Articles, Firm Announcements by Mission Wealth

On Saturday, May 6, Mission Wealth CEO Seth Streeter (right) and his guest Lisbeth Beise (left) enjoyed attending both the UCSB Arts & Lectures event “Elizabeth Gilbert: In Conversation with Pico Iyer” and the pre-reception for the acclaimed author of Eat Pray Love and other award-winning books. The pre-reception took place at a lovely private home, and the talk was …

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Supporting Children’s Education at the 18th Annual Mission Creek Gala

In Articles, Firm Announcements by Mission Wealth

On May 13, Matt Adams and Andy Penso from Mission Wealth attended the 18th Annual Mission Creek Gala, hosted by the Santa Barbara Museum of Natural History. The extremely successful evening, held at the Mission Canyon campus and Sea Center, was kicked off by the Beauty and the Beast raffle followed by an elegant dinner in the Fleischmann Auditorium. The …

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Honoring Mothers Who Excel in Service at the Visiting Nurse and Hospice Care Luncheon

In Articles, Firm Announcements by Mission Wealth

On May 14th, 2017, Amanda Thomas, Sharon Robertson, Dannell Stuart, Jenna Rogers and Tricia Fahnoe attended Visiting Nurse & Hospice Care’s (VNHC) 16th annual Mother’s Day luncheon, which aims to honor and remember mothers who excel in serving the Santa Barbara community. This year Leni Fe Bland was remembered for her enthusiastic support of music and philanthropy, and Jane Haberman …