Giving Back: It's Our Mission
Our impact. Our community. Our mission.

Our Commitment to Giving Back
Since our founding in 2000, Mission Wealth has shown a strong commitment to community support. We give a percentage of our firm profits each year to local, national, and international non-profit organizations and are proud to now give back to nearly 150 nonprofit organizations each year. We are committed to making an impact and providing team members with various ways to give back.
We believe that by giving back to the communities in which we work and live, we can help create positive change. Mission Wealth is proud to focus our giving on four main areas: environmental protection, health and human services, youth and education, and financial literacy.
As we continue to grow and evolve, our commitment to giving will remain a foundation of our mission.
Community Impact Videos
Learn More About Our Impact

Local Impact in Our Communities
Mission Wealth has offices located across the nation. We encourage our team members to make a difference in their local communities, and we help organize team volunteering events and provide philanthropic budgets for each team to use in their area.
Firm Retreat Volunteer Events
At each annual firm retreat, the firm organizes a volunteer initiative to positively impact the local community where the retreat is held. Click the links below to read more about our team volunteering.Â
2024 - Financial Literacy Kynd Kits for the Boys and Girls Club in Metro Denver
2023 - Explore Ecology East Beach Clean-Up in Santa Barbara
2022 - St. Mary's Food Bank in Scottsdale

Financial Literacy and Scholarship Program
In 2022, Mission Wealth and the Center for Financial Planning partnered to launch the Mission Wealth Scholars scholarship program. The program aims to advance the profession of financial planning and financial literacy by providing financial assistance to individuals pursuing their CFP® certification. Those individuals must be from populations underrepresented in the profession.
Fall 2024 Scholars | Fall 2023 Scholars | Spring 2023 Scholars

Sponsorships and Financial Support
We are committed to investing in our communities and helping create positive, lasting change. We are proud to have supported over 150 organizations across the United States. This includes monetary donations and firm sponsorships.
Through these efforts, we have helped create positive change in local communities and provided much-needed resources to those in need. Our focuses are gifting to environmental protection, health and human services, education and youth development, and financial literacy. We look forward to continuing to provide our support and resources to those in need and making a positive impact in our communities.

Volunteering Nationwide
We support and encourage our employees’ desire to give back to the communities where they live and work. Our employees have taken part in various social responsibility initiatives, such as volunteering at local food banks, helping build homes for homeless veterans, and participating in beach clean-ups. Through these initiatives and more, we are committed to promoting social responsibility and making a positive difference in the lives of those we serve.
In 2022, Mission Wealth introduced several initiatives to support social responsibility. These included paid volunteer time off (VTO), regional volunteering events, donation matching, and allocated team giving budgets. On an annual basis, we're proud to relay that our employees average more than 400 hours of volunteering across 120 nonprofits.

Mission Wealth Goes Green
As a Certified Green Business, we have committed to reducing our carbon footprint by using sustainable products and materials and promoting renewable energy sources. To encourage our employees to continue to make a positive impact, we have implemented an employee engagement program that rewards those who volunteer, donate, or actively work to reduce our environmental impact. As we move forward, we will continue prioritizing social responsibility and environmental conservation in all our initiatives.Maximize your impact. Join our team!
We don't just help our clients achieve their goals. Our mission also extends to helping our team members achieve their professional and personal goals.Mission Wealth in the Community
Santa Barbara, California
Scottsdale, Arizona
Santa Barbara, California
Community First! Village
Austin, Texas
Andrew Kulha
Financial Planning Association Houston
Brad Stark
California State University Channel Islands
Bryant Merryman
Salvation Army Echelon of Chicago
Claudia Arnold-Sawaf
New Horizon School Irvine
Dannell Stuart
Oceanhills Covenant Church
Emil Nazaretyan
Scholarship Foundation of Santa Barbara
Jeff Avila
Santa Barbara Estate Planning Council
Jenna Rogers
CALM
Mission Wealth Insights
