Daniele Beasley is a Wealth Advisor at Mission Wealth, a nationally accredited wealth management and financial planning firm.
Michael Dittamo
Michael Dittamo is a Senior Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and investment management firm.
Greg Prince
Greg Prince is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Will Foley
Will Foley is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Brian Sottak
Brian Sottak serves as a Partner and Managing Director for Mission Wealth. He manages the Southwest regional teams, delivering customized investment management, financial planning, risk management, and tax strategy solutions to business owners, professionals, and retirees. Brian is also a member of the Mission Wealth Investment Committee.
Shane Holt
Shane Holt CFP®Wealth Advisor Santa Barbara (805) 690-3879 CONTACT SHANE”It is truly a privilege to be a member of a team of highly committed professionals who are dedicated to providing compassionate and comprehensive financial advice to our clients. Working collaboratively, we leverage our collective expertise to develop tailored solutions that meet each client’s unique needs and objectives. It is this …