Sara ClarkDirector of Client RelationshipsLos Angeles310-906-0628CONTACT SARA”I am passionate about helping clients in transition to be stewards of their family capital and to pursue wealth creation in their own right. I view wealth beyond the scope of assets that can be invested; I see wealth as the ability to effect change and to provide for the pursuit of passions.” Sara …
Dannell Stuart
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.
Andy Penso
As a Partner and Chief Business Development Officer at Mission Wealth, 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.