Daniele Beasley is a Wealth Advisor at Mission Wealth, a nationally accredited wealth management and financial planning firm.
Michael Dittamo
Michael Dittamo is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and investment management firm.
Greg Prince
Greg Prince serves as a Senior Wealth Advisor for Mission Wealth. In this process, he becomes personally acquainted with the specific goals and financial lives of his clients and delivers planning, risk management and tax planning solutions to assist in the achievement of their long term goals.
Will Foley
Will FoleyMBA, CFP®, CDFA®Wealth AdvisorSeattle, San Francisco, Portland(805) 690-9002CONTACT WILLWill FoleyMBA, CFP®Wealth AdvisorSeattle, San Francisco, Portland, Salt Lake City(805) 690-9002CONTACT WILL”I thrive in an industry where I can be in a position to help others. Working at Mission Wealth allows me to further my passion for wealth management, as well as gaining fulfillment from helping clients improve their financial lives.” …
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 HoltCFP®Wealth AdvisorSanta Barbara(805) 690-3879CONTACT SHANEShane HoltCFP®Wealth AdvisorSanta Barbara(805) 690-3879CONTACT 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 …