Connor Stogner is an Investment Associate Intern at Mission Wealth, an award-winning wealth management and financial planning company.
Joseph Tremonti
Joseph Tremonti is an Investment Intern at Mission Wealth, an award-winning wealth and investment management firm.
Jose Latorre
Jose Latorre is an Investment Associate at Mission Wealth, a nationally accredited wealth management company.
Joshua Vasquez
Joshua Vasquez is an Investment Operations Associate at Mission Wealth, an award-winning and comprehensive wealth management company.
Ishanjit Gondara
Ishanjit Gondara is an Investment Associate at Mission Wealth, an award-winning wealth management company.
Walter Rizo
Walter Rizo CFA®Portfolio Manager (737) 600-1785 CONTACT WALTER”I’ve always been drawn to the dynamic world of investments. At Mission Wealth, every day is a chance to learn something new, feed my curiosity, while following my passion to help people.” Walter Rizo is a Portfolio Manager at Mission Wealth. He brings a wealth of experience and expertise to the team. His …
Michael Widling
Michael Widling is an Investment Associate at Mission Wealth, a nationally award-winning wealth management company.
Cole Clifford
Cole Clifford is a Senior Investment Associate for Mission Wealth. He is responsible for maintaining all portfolio management data, cost basis reporting, performance reporting, and trading data.
Alexia Soto
Alexia Soto Investment Operations Associate (805) 882-2360 CONTACT ALEXIA”Being a part of Mission Wealth lets me channel my passion for helping others into ensuring our clients reach their financial goals. Every day, I feel lucky to be in a role where I can make a difference and offer top-notch service.” Alexia Soto is an Investment Operations Associate at Mission Wealth …
Carla Ramos
Carla Ramos is an Investment Operations Manager for Mission Wealth. Mrs. Ramos is responsible for maintaining all portfolio management data, cost basis reporting, performance reporting, and trading data.
Kieran Osborne
Kieran Osborne is a Partner and the Chief Investment Officer at Mission Wealth. He is responsible for portfolio management, trading, analysis, and research functions.
Emil Nazaretyan
Emil Nazaretyan is a Partner and the Director of Investments at Mission Wealth, an award-winning wealth management company.