Firm Announcements – Volume 41

In Articles, Firm Announcements by Mission Wealth


Mission Wealth again on prestigious FT300 list
Mission Wealth is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers for the third year in a row. The list recognizes top independent RIA firms from across the U.S.

“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 apply for consideration, based on their assets under management (AUM). Applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

Client Advisor named to Top 50 Women in Business
Congratulations to Client Advisor and Partner Tricia Fahnoe, MS, CFP® for being recognized by the Pacific Coast Business Times as one of 2016's Top 50 Women in Business.

The special section of the weekly business publication profiles outstanding female business leaders in the region. Fahnoe accepted her award at a special reception in April.

New Client Advisor Associate welcomed to the team
This month, Taylor Snider came on board with Mission Wealth. A recent graduate of Westmont College, he brings to the team boundless positivity and the desire to someday be a CFP® (which Mission Wealth supports wholeheartedly).

His experience with financial companies, non-profits and teaching make him a great fit for a role where he will provide outstanding customer service while working with client advisors.

Four at Mission Wealth on Who's Who list
Tricia Fahnoe, Brad Stark, Seth Streeter and Dannell Stuart were recently identified as key players by the Pacific Coast Business Times for the 2016 Who's Who in Banking & Finance section.

To be considered for inclusion, the PCBT considers the nominees’ management role at their business, the scope of their customer’s presence in the region, as well as the size that their territory service encompasses.