Diversity, Equity and Inclusion at Mission Wealth

Celebrating and empowering people is our mission.

Our DE&I Vision

A thriving diverse and inclusive culture empowers Mission Wealth to be a force of change within the industry and to continually expand our market share. We maximize growth opportunities by attracting and retaining clients and team members from different backgrounds and we encourage innovation that comes from diverse viewpoints. We foster a dynamic workplace culture where curiosity is embraced to allow new perspectives to be openly considered. At Mission Wealth, all employees and leaders have expanded compassion and awareness for the importance of diversity, equity, and inclusion at the firm.

Commitment to DE&I

Our firm promotes an equal opportunity environment, with widespread representation of various races, gender identities, religions, sexual orientations and other diverse communities. Our Mission is to help people live their best life. Mission Wealth is committed to continually strengthening our company culture through diversity and inclusion programs in both our work environment and the extended communities we serve.

Diversity

Increasing diversity throughout our company by hiring nationwide and supporting a fully distributed workforce.

Equal opportunity employer

Community Impact Program

Employee diversity continued education and training

Diversity and financial literacy focused scholarship program

Equity

Creating equity with clear career growth plans, leadership and partner opportunities. Providing comprehensive training programs, including our Accelerated Advisor, mentorships and Sustainable Future Campaign on Diversity.

Diamond team model

Path to partnership

Competitive compensation and bonus structure

Free financial planning and advising

Specialized training programs, including Accelerated Advisor Program, Mentorship Program, and continued education reimbursement

Inclusion

Ensuring inclusivity through various employee affinity groups, Diversity and Inclusion Committee, training, retreats, UCSB Arts and Lectures on Diversity, and INSPIREDtalks with diverse speakers and topics.

Open feedback

Quarterly, anonymous employee surveys

Diverse executive committee

DE&I taskforce

Various affinity groups for employees

INSPIREDtalks

Partnership with Foundation for Financial Planning

LEARN MORE

Interested in joining the team at Mission Wealth?

Our Inclusive Practices

Mission Wealth Scholars

In 2022, Mission Wealth and the Center for Financial Planning partnered to launch Mission Wealth Scholars scholarship program. Its aim is to advance the financial planning profession and financial literacy. This is done by providing financial assistance to individuals pursuing their CFP® certification. Those individuals must be from populations underrepresented in the profession.

MEET OUR 2023 SCHOLARS

Women on a Mission

We don't just provide financial advice; we educate and empower women to make the best decisions for their future. In addition to specializing in financial empowerment for our female clients, we also host a group of female team members that offer advice and guidance women need in this new age. The goal is to support a future full of strong, independent women, based on education, positivity, mentorship, and empowerment.

MEET OUR FEMALE ADVISORS

Inclusive and Award-Winning Culture

Our firm promotes an equal opportunity and inclusive environment, with widespread representation of various races, gender identities, religions, sexual orientations and other diverse communities. Our mission is to help people live their best life. Mission Wealth is committed to continually strengthening our company culture through diversity and inclusion programs in both our work environment and the extended communities we serve.