General

What if someone impersonates me and requests a wire?

All wire/distribution requests require phone verification and signed authorization.

Any distribution requests to addresses or non-linked accounts cannot be processed without your signature on new paperwork authorizing such a distribution (per Schwab and Fidelity rules, they will not act on instructions from our office without your signature).

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Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Kyle Buffo, CFP®

Client Development Advisor

Let’s align your wealth with your purpose.

Schedule a complimentary 30-minute discovery call to discuss your unique situation and financial goals.

Prefer a phone call? Call us: 805-902-4550