Year-end Tax Insights!
Connor Stogner
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 Associate at Mission Wealth, an award-winning wealth and investment management firm.
Jose Latorre
Jose Latorre is a Senior 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 a Senior Investment Associate at Mission Wealth, an award-winning wealth management company.
Walter Rizo
Walter Rizo is a Partner and Director of Investments at Mission Wealth, an award-winning wealth and investment management firm.
Michael Widling
Michael Widling is a Senior 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 is a Senior Investment Operations Associate at Mission Wealth, an award-winning national wealth and financial planning firm.
Carla Ramos
Carla Ramos is Director of Investment Operations 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.