Year-end Tax Insights!
Sara Clark
Sara Clark is a Partner and the Chief Client Officer at Mission Wealth and is responsible for leading firm initiatives and special projects.
Sara Clark is a Partner and the Chief Client Officer at Mission Wealth and is responsible for leading firm initiatives and special projects.
Dannell Stuart is the President and a Partner at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
As a Partner and Managing Director, Andy Penso is responsible for delivering customized financial planning, risk management and tax planning solutions to high net worth clients in order to help them achieve their personal and financial goals.