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Firm Announcements
Learn about our award winning firm, culture, and services in our Firm Announcements. Mission Wealth has office locations nationwide to better serve our clients and families.
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Mission Wealth Recognized on Financial Planning’s 2024 “Best RIAs to Work For” List
We are thrilled to announce that Mission Wealth has been recognized as one of the “Best RIAs to Work For” by Financial Planning in 2024.
Mission Wealth Named to America’s Top Financial Advisory Firms 2025 by Newsweek
Mission Wealth is proud to announce its inclusion in Newsweek’s America’s Top Financial Advisory Firms 2025 list with a five-star rating.
Mission Wealth’s Alison Miller Honored with InvestmentNews Rising Stars Award
Mission Wealth is proud to announce that Senior Wealth Advisor Associate Alison Miller has been named a recipient of the inaugural InvestmentNews Rising Stars Award.
Mission Wealth Celebrates Amanda Thomas’ Retirement: A Legacy of Empowerment
With heartfelt gratitude, we announce the retirement of Amanda Thomas, a Partner and our Director of Philanthropic Strategy.
Mission Wealth Announces Merger with JLFranklin Wealth Planning
National RIA Mission Wealth announces its merger with JLFranklin Wealth Planning, a firm founded by Joyce L. Franklin.
Mission Wealth Recognized as a 2024 Fortune Best Workplaces for Women
Mission Wealth has been named one of the 2024 Fortune Best Workplaces for Women™ marking a significant milestone in our ongoing commitment to creating an inclusive, empowering environment for all.
Mission Wealth Rises on Forbes’ 2024 List of America’s Top RIA Firms
Mission Wealth has earned the #91 spot on Forbes’ prestigious 2024 ranking of America’s Top Registered Investment Advisory (RIA) Firms.
Mission Wealth Ranked Among Fastest Growing Companies on the Central Coast
With a 46.4% increase in revenue growth, Mission Wealth ranks #20 on the Pacific Coast Business Times Fastest Growing Companies List for 2024.
Mission Wealth Announces Merger with Stonepath Wealth Management
National RIA Mission Wealth announces its merger with Stonepath Wealth Management LLC, a firm founded by Cray J. Coppins III.
Mission Wealth Recognized as One of America’s Top RIA Firms in 2024 by Barron’s
Mission Wealth is honored to rank #59 in Barron’s Top 100 RIA Firms for 2024, our 4th consecutive year on the list!
Mission Wealth Named a 2024 Fortune Best Workplace in Financial Services & Insurance™
Mission Wealth is thrilled to announce our recognition as one of the 2024 Fortune Best Workplaces in Financial Services & Insurance™.
Mission Wealth Market Update 9/18/24
In a widely anticipated announcement, the Fed cut interest rates by 0.50% at its September FOMC meeting on 9/18/24.
Mission Wealth Ranks in RIA Channel’s 2024 Top 50 ETF Power Users
We are thrilled to announce that Mission Wealth has been ranked #46 in RIA Channel’s 2024 Top 50 ETF Power Users List,
Mission Wealth Volunteers at Santa Barbara Nonprofit, The Bucket Brigade
The Mission Wealth team in Santa Barbara recently took time off to volunteer for The Bucket Brigade, a nonprofit organization.
Fortune Media and Great Place to Work® Honor Mission Wealth for its Outstanding Culture
Mission Wealth has been recognized by Great Place to Work® and Fortune magazine as one of the nation’s Best Medium Workplaces for 2024.
Mission Wealth’s 2024 Retreat: Reaching New Heights in the Mile-High City
Mission Wealth team members recently came together from across the country to the 2024 annual firm retreat held in Denver, CO.
Mission Wealth Ranks on the 2024 Inc. 5000 List
Mission Wealth is proud to announce its ranking on the 2024 Inc. 5000, an annual list of the fastest-growing private companies in America.
Market Perspectives Q3 2024
Download our Market Perspectives for Q3 of 2024, as the market landscape presents both challenges and opportunities for investors.
Mission Wealth Market Update 08/05/2024
Please read the full August 5, 2024 Market Update by Mission Wealth’s Chief Investment Officer, Kieran Osborne.
Giving Back: How One Partner is Making a Difference at HORSEPOWER Therapeutic Learning Center
Susan Rizzi’s inspiring journey with HORSEPOWER Therapeutic Learning Center showcases the profound impact that volunteerism can have on both the volunteer and the community.
Mission Wealth Named to FA Magazine’s 2024 RIA Ranking and FA’s Top 50 Fastest Growing RIAs
Mission Wealth is honored to be among the top RIA firms in America and the Top 50 Fastest Growing RIAs for 2024 by FA Magazine.
Mission Wealth Named to Fortune’s 2024 Best Workplaces for Millennials
Mission Wealth has been named to Fortune’s 2024 Best Workplaces for Millennials List by Fortune Media and Great Place To Work®.
Mission Wealth Recognized as a 2024 Real Leaders Impact Award Winner
Mission Wealth is recognized by the 2024 Real Leaders Impact Awards as one of the top 185 purpose-driven organizations worldwide.
Mission Wealth Named a 2024 Inc. Best Workplace
Mission Wealth celebrates being named a Best Workplace for 2024 by Inc. Magazine and is featured in the May/June 2024 issue.
Mission Wealth Market Update 06/13/2024
As expected, the Fed held its interest rates steady after May 2024 inflation data came in slightly cooler than anticipated. Read more here.
Mission Wealth Listed Among Central Coast Best Places to Work for 2024
Mission Wealth has been named #6 in the Pacific Coast Business Times list of the Central Coast Best Places to Work for 2024.
How Clients Can Set Up Dual Factor Authentication at Fidelity
Dual Factor Authentication is a security method that requires two separate, distinct forms of identification in order to access something.
How Clients Can Set Up Dual Factor Authentication at Schwab
Dual Factor Authentication is a security method that requires two separate, distinct forms of identification in order to access something.
Mission Wealth Market Update 5/1/24
As expected, the Fed held rates steady in today’s FOMC meeting, and are likely to wait longer before making its first rate cut.
Mission Wealth Named Among USA TODAY’s Top Financial Advisory Firms in 2024
Mission Wealth is proud to announce that it has been named one of USA Today’s Best Financial Advisory Firms of 2024.
Seth Streeter Featured on The Advisor Lab by CION
Seth Streeter was interviewed for The Advisor Lab, Episode 142 A Collaborative Culture + A Unique Service Model Redefines Growth + Wealth.
Tricia Fahnoe Named 2024 Top Women in Business by Pacific Coast Business Times
Mission Wealth is proud to announce that Partner and Senior Wealth Advisor, Tricia Fahnoe is honored among the 2024 Top 50 Women in Business.
Mission Wealth Market Update 3/21/24
As expected, the Fed held rates steady at March’s FOMC meeting. Read our latest market update for an overview of our assessment and outlook.
Mission Wealth Announces Fall 2023 Scholarship Recipients
This scholarship will support individuals from underrepresented communities and/or those with financial need pursuing CFP® certification.
Mission Wealth Market Update 3/6/24
With the current market environment continuing to evolve, the investment implications of economic growth, Fed policy, and interest rates are front and center.
Navigating the 2024 Digital Terrain: Cybersecurity Tips to Protect Your Accounts
Learn key cybersecurity tips to protect your financial and personal accounts and understand the evolving landscape of AI-driven scams.
Mission Wealth Announces Merger with Charles Carroll Financial Partners
National RIA Mission Wealth announces its merger with Charles Carroll Financial Partners, a firm headquartered in Needham, MA.
Mission Wealth Named #3 Best Places to Work for Financial Advisors by InvestmentNews
Mission Wealth announces our remarkable achievement of being ranked #3 on InvestmentNews’ Best Places to Work for Financial Advisors.
Mission Wealth Honored as a 2024 Best Place to Work by Women’s Choice Awards
Mission Wealth is immensely thrilled to receive the 2024 Women’s Choice Award for Best Place to Work for Women and Millennials.
Mission Wealth Welcomes Five New Partners in 2024
Mission Wealth announces five new partners for 2024: Brandon Baiamonte, Nicole Madosik, Jessica Mora, Emil Nazaretyan, and Jessica Neves.
Mission Wealth Listed Among the Largest Fee-Only RIAs by Financial Planning Magazine
Mission Wealth has secured its spot among the top 150 largest fee-only RIA firms in the nation, as recognized by Financial Planning Magazine.
Mission Wealth Ranked on Forbes America’s Top RIA Firms for 2023
Mission Wealth is proud to announce its inclusion in Forbes’ prestigious Top Registered Investment Advisory (RIA) Firms in America for 2023.
Mission Wealth Recognized as a 2023 Fastest Growing Company
Pacific Coast Business Times has honored Mission Wealth for the eighth time as a Top 50 Fastest Growing Company in the area.
Barron’s 2023 Ranking Lists Mission Wealth a Top 100 RIA Firm
Mission Wealth is honored to announce its ranking in the prestigious Barron’s Top 100 RIA Firms in the Nation for 2023.
Mission Wealth Scholars 2023 Open Registration
Mission Wealth and the CFP Board Center for Financial Planning announced the 2023 launch of Mission Wealth Scholars scholarship program.
Mission Wealth Named #14 Best Workplace in Financial Services for 2023
Great Place to Work® and FORTUNE Magazine have honored Mission Wealth as the 2023 #14 Best Workplaces in Financial Services™.
Mission Wealth Named #2 Best Small Workplace for 2023
Great Place to Work® and FORTUNE Magazine have honored Mission Wealth as one of the 2023 Best Small Workplaces™, this year coming in at #2.
Erika Pintard Named 40 Under 40 for 2023
Pacific Coast Business Times announced honorees of their annual 40 Under 40 awards, naming Erika Pintard to the 2023 list.
Mission Wealth Named for the Seventh Time to Inc. 5000 List
Inc. names Mission Wealth again on annual Inc. 5000 list, the most prestigious ranking of fastest-growing private companies in America.
Mission Wealth Announces Merger with BHJ Wealth Advisors
Mission Wealth announces merger with BHJ Wealth Advisors, a firm headquartered in Gig Harbor, WA.
Claudia Arnold-Sawaf Receives Invest in Others Award for Charitable Work with Sabil USA
Claudia Arnold-Sawaf received Honorable Mention in the 17th Annual Invest in Others Awards for her philanthropic contributions to Sabil USA.
Mission Wealth Earns Coveted Spot in FA Magazine’s 2023 Top RIA List
Mission Wealth has once again secured its place among the top Registered Investment Advisory (RIA) firms in America.
Mission Wealth Certified as a 2023 Great Place to Work®
Mission Wealth is proud to be Certified™ by Great Place to Work® for 2023-2024, making it for the fourth year in a row.
Mission Wealth’s Week of Giving 2023
Mission Wealth team members came together for the first annual Week of Giving to volunteer together in their local communities.
Mission Wealth Named #1 Company to Watch for 2023
Mission Wealth has been named #1 Company to Watch on the Pacific Coast Business Times 2023 list of Central Coast Best Places to Work.
Market Perspectives Q2 2023
Read Mission Wealth’s Market Perspectives for the second quarter of 2023, presented by Chief Investment Officer, Kieran Osborne.
Mission Wealth Named a 2023 Inc. Best Workplace
Mission Wealth celebrates being named again to Inc. Magazine’s annual list of the Best Workplaces for 2023.
Mission Wealth Announces Austin Merger with Mary Voll Miller and Alison Miller
Mission Wealth announces merger with a mother-daughter advisory team from West Lake Hills, Austin, Texas: Mary Voll Miller and Alison Miller.
Dannell Stuart Named to 2023 Top Women in Business by PCBT
Mission Wealth congratulates President and Partner Dannell Stuart on her fourth recognition as a Top Woman in Business, by Pacific Coast Business Times.
Mission Wealth Commentary on Silicon Valley Bank
Mission Wealth is monitoring the Silicon Valley Bank (SVB) situation closely and wanted to provide an update to our clients and our thoughts.
Mission Wealth Ranked a Top 2023 InvestmentNews Best Place to Work
Mission Wealth has been recognized as a 2023 Best Place to Work for Financial Advisors as announced by InvestmentNews.
Mission Wealth Honored on the 2023 Inc. Regionals: Pacific List
Inc. names Mission Wealth on the Inc. 5000 Regionals: Pacific list, a prestigious ranking of the fastest-growing Pacific private companies.
Mission Wealth Announces Spring 2023 Scholarship Recipients
Mission Wealth and the CFP Board Center for Financial Planning are proud to announce the Spring 2023 Mission Wealth Scholars scholarship recipients.
Mission Wealth Making Waves with Firm Retreat in Santa Barbara
Mission Wealth team members recently came together from across the country to the 2023 annual firm retreat held in Santa Barbara, California.
Mission Wealth Shortlisted for 2022 Private Asset Management Awards
Mission Wealth was recognized by the 2022 PAM Awards shortlist in a couple of categories, focusing on culture and philanthropy.
Mission Wealth Makes an Impact at Local Santa Barbara Beach
Mission Wealth recently partnered with Explore Ecology to clean up East Beach in Santa Barbara during their 2023 employee retreat.
Mission Wealth Announces Merger with Murphy Capital Advisors
Mission Wealth announces that it has merged with Murphy Capital Advisors, a firm founded by Matt Murphy, CFP® in Goodyear, AZ.
Mission Wealth Honored with 2023 Real Leaders Impact Award
Mission Wealth has been named to the 2023 Real Leaders Impact List as one of the top 300 impact companies in the world.
Mission Wealth Announces New President and 2023 Partner Class
Mission Wealth is proud to announce the promotion of Dannell Stuart to President and seven Client Advisors to Partner.
Mission Wealth Selected to 2022 Inc. Best In Business List
Mission Wealth has been named to the third annual Inc. 2022 Best in Business list in the Prosperous and Thriving category.
Mission Wealth Receives 2022 InvestmentNews Ascension Award
Mission Wealth is pleased to announce its recognition as an Ascension Award winner according to InvestmentNews 2022 ‘Women to Watch’.
Mission Wealth Announces Merger with Green Valley Wealth Management
Mission Wealth has acquired Green Valley Wealth Management, an investment firm that operates out of Greensboro, NC.
Mission Wealth Featured in Schwab 2022 RIA Benchmarking Study
Mission Wealth is a featured case study in this year’s RIA Benchmarking Study from Charles Schwab.
Mission Wealth Recognized as a 2022 Fastest Growing Company
Pacific Coast Business Times has honored Mission Wealth for the seventh time as one of the 2022 Top 50 Fastest Growing Companies in the area.
Barron’s Ranks Mission Wealth as a 2022 Top RIA Firm
Mission Wealth is honored to announce our ranking in Barron’s Top 100 RIA Firms in the Nation, our second consecutive time on this prestigious list.
Mission Wealth Continues to Grow East Coast Presence in Boston
Mission Wealth has expanded our east coast presence to include an office location in historic downtown Boston, Massachusetts.
Mission Wealth Receives 2022 Women’s Choice Award
Women’s Choice Award® has named Mission Wealth a 2022 Best Company to Work For, receiving recognition as a Best Workplace for Women and Millennials.
Mission Wealth Named a 2022 Best Workplace by FORTUNE
Great Place to Work® and FORTUNE Magazine have honored Mission Wealth as one of the 2022 Best Small Workplaces™.
Emil Nazaretyan Named 40 Under 40 for 2022
Pacific Coast Business Times announced honorees of their annual 40 Under 40 awards, naming Emil Nazaretyan to the 2022 list.
Mission Wealth Scholars 2022 Open Registration
Mission Wealth and the CFP Board Center for Financial Planning announced today the launch of Mission Wealth Scholars.
Mission Wealth Announces New Locations in Florida
Mission Wealth is pleased to announce that we have expanded our operations to include two new offices in Tampa and Fort Lauderdale, Florida.
Mission Wealth Named on the 2022 Inc. 5000 List
Inc. revealed that Mission Wealth is No. 3858 on its annual Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America. Read more in this article.
Mission Wealth Honored as #3 Best Small Workplaces by FORTUNE
Great Place to Work® and Fortune magazine have honored Mission Wealth as one of the 2022 Best Small Workplaces™. This is Mission Wealth’s third consecutive time being named to this prestigious list, coming...
Mission Wealth Named a Top RIA in America in FA 2022 RIA Ranking
RIA Channel named Mission Wealth in their 2020 RIA Channel Top 100 Wealth Managers Ranking this week. This year’s unique ranking showcases wealth management firms based on their size and...
Mission Wealth Certified as a 2022 Great Place to Work
Mission Wealth is proud to be Certified™ by Great Place to Work® for the second year in a row. The prestigious award is based entirely on what current employees say...
Mission Wealth Named a 2022 Central Coast Best Place to Work
Mission Wealth has been named to Inc. magazine’s annual list of the Best Workplaces for 2022. The list is the result of a wide-ranging and comprehensive measurement of American companies...
How Mergers and Integrations Can Be Used as a Pathway for Talent Acquisition
In this Podcast, Michael Kitces interviews Seth Streeter on how Mission Wealth has been growing through mergers, but not just for the purpose of acquiring assets. Instead, with a ‘mergers...
Mission Wealth Listed on Inc. Magazine’s 2022 Best Workplaces
Mission Wealth has been named to Inc. magazine’s annual list of the Best Workplaces for 2022. The list is the result of a wide-ranging and comprehensive measurement of American companies...
CEO Excellence: Seth Streeter on Leaving the CEO Role to Increase His Impact
In this mini series podcast, Steve Sanduski met with Seth Streeter about work and life after exiting the role of CEO at Mission Wealth. Letting go of a company you’ve...
Mission Wealth Helps Fight Hunger In New York City
Mission Wealth continues to prioritize community impact and philanthropy throughout the country. Recently, our Northeast team took a day off to volunteer at Rauschenbusch Metro Ministries food bank. Together, the...
Seth Streeter and Dr. Daniel Crosby Discuss Money with a Mission
Behavioral finance helps us understand how our financial decisions are greatly influenced by human emotion, biases, and cognitive limitations of the mind in how we process and respond to information....
Mission Wealth Gives Back to Humanitarian Efforts in Ukraine
Mission Wealth is proud to support the humanitarian relief efforts for the people of Ukraine by actively directing charitable support to organizations helping with the refugee crisis. Our thoughts go...
Jenna Rogers Named a 2022 Top Woman in Business
Mission Wealth congratulates Partner and Client Advisor Jenna Rogers on her recognition in the Pacific Coast Business Times as an outstanding female business leader.
Spotlight on the Team: Steph Bruno
In this spotlight on the team video article we talked with Client Advisor Stephanie Bruno, and learned about her love for her work, upbringing, family, and professional approach. Learn more...
Mission Wealth Named 2022 Best Place to Work for Financial Advisors
Mission Wealth has been recognized as a 2022 Best Places to Work for Financial Advisors as announced by InvestmentNews. Mission Wealth was chosen as one of this year’s top 75...
Market Perspectives Q1 2022
Watch Mission Wealth’s Market Perspectives for the first quarter of 2022. Join Chief Investment Officer Kieran Osborne to learn the latest updates on financial markets, the economy, and our outlook...
Mission Wealth Names Three New Partners to the Firm in 2022
Mission Wealth is excited to welcome three new partners to the firm: Amanda Thomas, Claudia Arnold-Sawaf, and Rick D. Gonzalez. This brings our grand total to nineteen and helps us...
Spotlight on the Team: Kristi Kearney
In this spotlight on the team video article we talked with Client Advisor Kristi Kearney, and learned about her background in accounting, upbringing, family, and professional approach. Learn more about...
Spotlight on the Team: Joey Khoury
In this spotlight on the team video article we talked with Client Advisor Joey Khoury and learned about his approach, upbringing, hobbies, and advocacy work. Learn more about Joey in...
Transforming Communities with 2021 CALM at Heart
Mission Wealth was proud to sponsor the CALM at Heart’s Ninth Annual Luncheon on Thursday, November 4th. This year’s theme, Transforming Communities, acknowledges the collective trauma of the past year...
Market Perspectives Q4 2021
Join Chief Investment Officer Kieran Osborne in this video to learn the latest updates on financial markets, the economy, and our outlook moving forward. If you would like to watch...
Celebrating Then and Now with Domestic Violence Solutions
Mission Wealth is proud to support the Domestic Violence Solutions 13th Annual Luncheon on Sunday, October 24. The luncheon, titled “Their Story, Our Story… Celebrating Then and Now” took place...
Mission Wealth Supports the Women’s Foundation of Colorado
Mission Wealth is proud to support the Women’s Foundation of Colorado Annual Luncheon on Thursday, October 21. The luncheon was themed “The Superpower of Community” which shined a light on...
Mission Wealth Announces Merger with Sea to Peak Financial Advisors
Mission Wealth LP announced today that it has merged with Sea to Peak Financial Advisors, a firm that operates out of both Seattle and Denver and oversees approximately $90 million...
Mission Wealth Named in Barron’s Top RIA Firms for 2021
Barron’s has ranked Mission Wealth one of the nation’s top independent financial advisory firms according to its 2021 list of the top 100 RIA firms in the United States, which was...
Mission Wealth Named to Inc. 5000 List for 2021
Inc. magazine revealed today that Mission Wealth is No. 4260 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a...
Spotlight on the Team: Jessica Neves
In this spotlight on the team article we talked with Human Resources Manager Jessica Neves, and learned that she’s a passionate advocate for people, philanthropy and self-care. Learn more about...
Mission Wealth Named as 2021 Best Workplace by FORTUNE
Great Place to Work®️ and Fortune magazine have honored Mission Wealth as one of the 2021 Best Small & Medium Workplaces™️. This is Mission Wealth’s second time being named to...
Market Perspectives Q3 2021
Watch Mission Wealth’s Market Perspectives for the third quarter of 2021. Join Chief Investment Officer Kieran Osborne to learn the latest updates on financial markets, the economy, and our outlook...
Mission Wealth Ranked a Top 50 Fastest Growing RIA
Mission Wealth is pleased to announce that we have been ranked #123 in FA Magazine’s 2021 RIA Survey & Ranking, which lists the top Registered Investment Advisor firms in the...
Seth Streeter on “The Scope of the Offer”
In this podcast interview Seth Streeter joins Becoming Referable in a discussion on current research, evidence-based strategies and insights from experts from within financial services and beyond. Read more or...
Spotlight on the Team: Brandon Baiamonte
Each month at Mission Wealth, we interview a new team member and publish the interview in a spotlight article. This month we talked with Director of Tax Strategy, Brandon Baiamonte,...
Mission Wealth Earns 2021 Great Place to Work Certification™
Mission Wealth is proud to be Certified™ by Great Place to Work® for the second year in a row. The prestigious award is based entirely on what current employees say...
Spotlight on the Team: Greg Prince
Each month at Mission Wealth, we interview a new team member and publish the interview in a spotlight article. This month we talked with Client Advisor Greg Prince and learned...
Mission Wealth Named a 2021 Central Coast Best Place to Work
Today Mission Wealth was named one of the top fifty Central Coast Best Places to Work for 2021. This award is annually produced by The Pacific Coast Business Times, the weekly business...
Mission Wealth Featured on Inc. Magazine’s 2021 Best Workplaces
Mission Wealth is pleased to announce that we ranked among the highest-scoring businesses on Inc. Magazine’s annual list of Best Workplaces for 2021! As one of 429 businesses that did...
Spotlight on the Team: Martina Mendoza
Each month at Mission Wealth, we interview a new team member and publish the interview in a spotlight article. This month we talked with Client Advisor Associate Martina Mendoza and...
Market Perspectives Q2 2021
Watch Mission Wealth’s Market Perspectives for the second quarter of 2021. Join Chief Investment Officer Kieran Osborne to learn the latest updates on financial markets, the economy, and our outlook...
Spotlight on the Team: Irene Biddle
Each month at Mission Wealth, we interview a new team member and publish the interview in a spotlight article. This month, we talked to Customer Service Representative Irene Biddle and...
Mission Wealth Ranked as a 2021 Best Small & Medium Workplaces
Great Place to Work® and Fortune have honored Mission Wealth as one of the 2020 Best Small & Medium Workplaces™. This year, Mission Wealth was ranked #18 on the list.
Spotlight on the Team: Jorie Pitt
Each month at Mission Wealth, we interview a new team member and publish the interview in a spotlight article. This month, we talked to Client Advisor Jorie Pitt and learned...
Market Perspectives Q1 2021
This is Mission Wealth’s Market Perspectives for the first quarter of 2021. In this video article, Chief Investment Officer Kieran Osborne shares our update on markets, our views on the...
Spotlight on the Team: Christy Wempe
Each month at Mission Wealth, we interview a new team member and publish the interview in a spotlight article. This month, we talked to Client Service Representative Christy Wempe and...
Mission Wealth Names Four New Partners to the Firm in 2021
Mission Wealth is excited to welcome four new partners to the firm: Jenna Rogers, Renee Hennessee, Ryan Niedbalski, and Jeff Avila. This brings our grand total to fifteen and helps...
Spotlight on the Team: Shane Meares
Mission Wealth’s Spotlight on the Team for December is Senior Client Advisor Associate, Shane Meares. Shane joined the Mission Wealth team in August 2020, and has been in the financial...
Mission Wealth Acquires Registered Investment Advisory Firm AHC Advisors
Mission Wealth LP announced today that it has acquired AHC Advisors, a Chicago-area, SEC registered investment advisory firm overseeing approximately $500 million in client assets. The addition of AHC’s dedicated...
Spotlight on the Team: Helena Gould
Mission Wealth’s Spotlight on the Team for November is Marketing Manager, Helena Gould! Helena joined the Mission Wealth family in August 2020, and has 9 years of experience in marketing....
Market Perspectives Q4 2020
Take a look at Mission Wealth’s Market Perspectives for the fourth quarter. In this article, our CIO Kieran Osborne covers three broad themes: an update on markets, our views on...
Mission Wealth Honored as a FORTUNE 2020 Best Workplace
Great Place to Work® and Fortune have honored Mission Wealth as one of the 2020 Best Small & Medium Workplaces™. This year, Mission Wealth was ranked #18 on the list.
Spotlight on the Team: Tawny Kauka
Mission Wealth’s Spotlight on the Team for October is Client Service Representative, Tawny Kauka! Tawny has been with Mission Wealth for almost 2 years, and in this interview she tells...
Seth Streeter Joins The Sustainability Symposium
On September 25th, 2020, Seth Streeter moderated the virtual Sustainability Symposium, whereby local and industry leaders discussed the future of sustainable business, and highlighted ways that we can all make...
Mission Wealth Named PCBT 2020 Fastest Growing Company
Mission Wealth was honored again today by the Pacific Coast Business Times as one of the 2020 Top 50 Fastest Growing Companies in the Tri-County area. This year, Mission Wealth...
Spotlight on the Team: Jose Monreal
Mission Wealth’s Spotlight on the Team for September is Senior Client Advisor Associate, Jose Monreal! Jose joined the Mission Wealth family in September 2020, and has 3 years of experience...
Wes Patton Named Top 40 Under 40 in the Central Coast
Pacific Coast Business Times announced honorees of the 20th annual 40 Under 40 awards, naming Wes Patton, Mission Wealth Client Advisor, to the 2020 list.
Financial Advisor Magazine Names Mission Wealth in Top 2020 RIA Ranking
RIA Channel named Mission Wealth in their 2020 RIA Channel Top 100 Wealth Managers Ranking this week. This year’s unique ranking showcases wealth management firms based on their size and...
Market Perspectives Q3 2020
We’ve said in prior commentaries that 2020 will be remembered as the year of the virus and COVID continues to have a significant impact on financial markets, the economy and...
Mission Wealth Named to Financial Times 300 Top RIAs
Mission Wealth has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. Learn more about this ranking by reading this article.
RIA Channel Names Mission Wealth in 2020 Top 100 Wealth Managers Ranking
We proudly announce that RIA Channel named Mission Wealth in their 2020 RIA Channel Top 100 Wealth Managers Ranking this week! This year’s Top 100 ranking showcases wealth management firms...
Spotlight on the Team: Kristen Taylor
Mission Wealth’s Spotlight on the Team for August is Client Advisor, Kristen Taylor! Kristen has been with Mission Wealth for 2 years, and has over 14 years of experience in the...
Mission Wealth Certified a 2020 Great Place to Work
Mission Wealth is proud to announce that we are now Great Place to Work-Certified™. This certification is a significant achievement. Using validated employee feedback gathered with Great Place to Work’s...
Spotlight on the Team: Tricia Fahnoe
Mission Wealth’s Spotlight on the Team for June is Partner and Client Advisor, Tricia Fahnoe! Tricia has been with Mission Wealth for 9 years, and in the financial industry for...
Inc. Magazine Names Mission Wealth a Top Workplace in 2020
Mission Wealth is proud to announce that we have been named to Inc. magazine’s annual list of the Best Workplaces for 2020. Read more about this award here.
Mission Wealth #1 Best Place to Work for Financial Advisors
InvestmentNews has recognized Mission Wealth as a 2020 Best Places to Work for Financial Advisers. Read more about how Mission Wealth was chosen as #1 of this year’s top-75 medium...
Dannell Stuart Named a 2020 Top Women in Business by Business Times
Mission Wealth congratulates Director of Business Development Dannell Stuart on her recognition by Business Times as an outstanding female business leader.
Spotlight on the Team: Renee Hennessee
Mission Wealth’s Spotlight on the Team for February is our Director of Technology, Renee Hennessee! Renee joined the Mission Wealth team in 2014 and was one of the first Mission...
Mission Wealth Ranked 2019 RIA Channel Top 100 ETF Power User
This year’s ETF Power Users ranking showcases wealth management firms based on their aggregate total firm ETF assets. **Mission Wealth was listed #59 on the 2019 list.
Mission Wealth Opens Office in Austin, TX
Mission Wealth is pleased to announce that we have opened a new office in Austin, TX. This is the third office that we have opened in Texas over the last...
Spotlight on the Team: Abby Chajon
Mission Wealth’s Spotlight on the Team for January is our newest Client Service Representative, Abby Chajon! Abby joined the Mission Wealth team in 2019 and has over ten years of...
Mission Wealth Names New Partners to Firm
Mission Wealth is pleased to announce that we have added three new, well deserving, partners to the firm this year: Kieran Osborne, Brian Sottak, and Michelle Winkles.
RIA Channel Names Mission Wealth in 2019 Top 100 Wealth Managers Ranking
RIA Channel named Mission Wealth in their 2019 RIA Channel Top 100 Wealth Managers Ranking this week. This year’s unique ranking showcases wealth management firms based on their size and...
Spotlight on the Team: Greg Smith
Mission Wealth’s Spotlight on the Team for December is Client Advisor and Compliance Associate, Greg Smith! Greg joined the Mission Wealth team over sixteen years ago and has over 29...
How to Make Yourself a Difficult Target for Cyber Criminals
Last week, Mission Wealth hosted a personal security awareness presentation led by Gary Rossi, Vice President with Fidelity Global Security. In this presentation, Rossi provided Mission Wealth clients with insights...
Mission Wealth Opens Office in Salt Lake City, Utah
Mission Wealth is pleased to announce that we have opened a new office in Salt Lake City, Utah. This office addition paves the way for our advisors to now serve...
Mission Wealth Supports Annual CALM at Heart Luncheon
Last week, Mission Wealth joined CALM (Child Abuse Listening and Mediation) for their fourth annual CALM at Heart “Stepping Stones” luncheon. The event featured inspiring keynote speakers including Geoff Green,...
Spotlight on the Team: Wes Patton
Mission Wealth’s Spotlight on the Team for November is Senior Client Advisor Associate, Wes Patton! Wes joined the Mission Wealth team in 2019 and brought with him over four years...
Spotlight on the Team: Claudia Arnold-Sawaf
Mission Wealth’s Spotlight on the Team for October is Claudia Arnold-Sawaf! Claudia recently joined the Mission Wealth team after successfully running her own planning practice since 2014. Claudia brings with...
Mission Wealth Named 2019 Fastest Growing Company
Mission Wealth was honored again today by the Pacific Coast Business Times as one of the 2019 Top 50 Fastest Growing Companies in the Tri-County area. This year, Mission Wealth...
Spotlight on the Team: Skyler Kraemer
Mission Wealth’s Spotlight on the Team for September is Client Advisor, Skyler Kraemer! Skyler joined Mission Wealth in August of 2019. Skyler has over nine years of experience in the...
Brian Sottak Named Top 40 Under 40 in the Central Coast
The Pacific Coast Business Times announced the honorees of the 19th annual 40 Under 40 awards this week, naming Brian Sottak, Mission Wealth Client Advisor, to the 2019 list.
Spotlight on the Team: Shane Holt
Shane has over 11 years of experience within the industry and is currently pursuing his CFP® designation. In this interview, read about Shane’s love for travel and the outdoors, his...
Financial Advisor Magazine Names Mission Wealth in Top 2019 RIA Ranking
Mission Wealth is pleased to announce that we have been named in Financial Advisor Magazine’s 2019 RIA Ranking, which lists the top Registered Investment Advisor firms in the country. The...
Mission Wealth Named to 2019 FT 300 Top Registered Investment Advisers
Mission Wealth is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms...
Market Perspectives Q2 2019
We’ve prepared an economic update and outlook for the second quarter of 2019 that focuses on a few key themes – an update on the market rebound experienced year-to-date, an...
Mission Wealth Named in 2019 Best Places to Work Hall of Fame
Mission Wealth has been named one of the top ten Central Coast Best Places to Work for 2019. This award is annually produced by The Pacific Coast Business Times, the...
Spotlight on the Team: Pete Woodring
Mission Wealth’s Spotlight on the Team for April is Client Advisor, Pete Woodring. Before joining the Mission Wealth team in 2019, Pete developed a strong portfolio management foundation at US...
Tricia Fahnoe Honored in Top 50 Women in Business 2019
Mission Wealth congratulates Partner and Client Advisor, Tricia Fahnoe, on her recognition in the Pacific Coast Business Times as an outstanding female business leader. For the last fourteen years, the...
Market Perspectives Q1 2019
We’ve prepared an economic update and outlook for the first quarter of 2019 that focuses on a few key themes – a review of last year, an update on the...
Spotlight on the Team: Carla Ramos
Mission Wealth’s Spotlight on the Team for December is Portfolio Administrator Carla Ramos. Carla has been with Mission Wealth for 5 years, and brings to the firm over 20 years...
Spotlight on the Team: Seth Streeter
Mission Wealth’s Spotlight on the Team for November is Founder and CEO Seth Streeter. Seth has been in the financial industry for 26 years and founded Mission Wealth in 2000....
An Evening with UCSB Arts & Lectures and Cirque Mechanics
On Sunday October 14, 2018, Mission Wealth sponsored the event “Cirque Mechanics 42FT: A Menagerie of Mechanical Marvels”. The show was put on at The Granada Theatre by UC Santa...
Spotlight on the Team: Rory Macdonald
Mission Wealth’s Spotlight on the Team for October is Client Advisor Rory Macdonald. Rory has been with Mission Wealth for nearly 7 years, and brings to the firm over 9...
2018 Bread & Roses – 25th Annual Community Auction & Dinner
On Saturday, October 6, 2018, The Fund for Santa Barbara hosted the 25th Annual “Bread & Roses” celebration at QAD Headquarters. Mission Wealth proudly sponsored the community dinner that was...
Raising Awareness at the 2018 Community Environmental Council Gala
CEC has pioneered environmental solutions in areas with the biggest impact on climate change – most notably energy, transportation and food systems. The Green Gala helped to raise over $240,000...
Sight is Important to Mission Wealth, a proud sponsor of SEE International
SEE International provides essential and transformative eye care and surgery around the world and in the United States. They bring medical volunteers and partners together to care for the people...
PCBT Names Mission Wealth in 2018 Fastest Growing Companies List
The 2018 PCBT Fastest Growing Companies list is a special section that highlights the year’s fastest growth superstars, featuring both public and private companies in the Tri-Counties. Every year the...
Santa Barbara Foundation Crowns the 2018 Man and Woman of the Year
The awards, bestowed by the Santa Barbara Foundation, honor individuals for their extraordinary service and voluntarism in Santa Barbara. Seth Streeter, Amanda Thomas, Geoff Gaggs, Jeff Avila, and Jessica Mora...
Pacific Coast Business Times Honors Michelle Winkles on 40 Under 40 List
The Pacific Coast Business Times announced the honorees of the 18th annual 40 Under 40 awards this week, naming Michelle Winkles, Mission Wealth Director of Marketing, to the 2018 list....
Spotlight on the Team: Jessica Mora
Mission Wealth’s Spotlight on the Team for August is Client Advisor Associate Jessica Mora. Jessica achieved her CERTIFIED FINANCIAL PLANNER™ certification this month, and she has been a part of...
Mission Wealth Honored on 2018 Inc. 5000 List
Mission Wealth is pleased to announce that for the fourth time in a row, the firm has been recognized in the Inc. 5000, the most prestigious ranking of the nation’s...
Spotlight on the Team: Amanda Thomas
Mission Wealth’s Spotlight on the Team for July is Client Advisor Amanda Thomas. Amanda has been with Mission Wealth for more than 12 years, and brings to the firm over...
Mission Wealth Named in Top 2018 RIA Ranking by Financial Advisor Magazine
This annual survey is performed by Financial Advisor Magazine as a means of measuring growth among independent advisors across the U.S. Firms must be registered investment advisors and provide financial...
Spotlight on the Team: Jenna Rogers
Mission Wealth’s Spotlight on the Team for June is Client Advisor Jenna Rogers. This month marks her 10-year anniversary with Mission Wealth! In this interview, Jenna reveals how traveling played...
Mission Wealth Named a 2018 Inc. Magazine Best Workplace
Mission Wealth is pleased to announce that we have been named one of Inc. magazine’s Best Workplaces for 2018 with standout employee engagement. This is the publication’s third annual national...
Spotlight on the Team: Ryan Niedbalski
Client Advisor Ryan Niedbalski is the focus of our spotlight for the month of May. In his role at the firm, he works to understand client needs and develops investment,...
Spotlight on the Team: Jeff Avila
A client advisor with Mission Wealth, Jeff Avila joined because of the firm’s culture of focusing on helping clients improve their financial outcomes. Jeff, who is a California native and...
Spotlight on the Team: Geoff Gaggs
This month’s Spotlight on the Team is on Partner and Client Advisor Geoff Gaggs. In this interview, he tells us a little about his outlook on life and how he...
Spotlight on the Team: Dannell Stuart
Dannell Stuart, a Client Advisor and a Partner with Mission Wealth, tells of her lifelong love of travel, her interest in a certain Irish rock band and the satisfaction she...
A Discussion of Palliative Care With BJ Miller and Pico Iyer
Last month, Mission Wealth was honored to sponsor Hospice and Palliative Care Specialist Dr. BJ Miller through UCSB Arts & Lectures. A video of his January 11, 2018 conversation with...
Kicking off the Year With Women’s Fund of Santa Barbara
Mission Wealth is a proud corporate sponsor of the Women’s Fund again this year. Our Director of Marketing Michelle Wisniewski (a new member of 2018), and Lead Advisor and Partner...
Kids Helping Kids 10th Annual Gala Celebration
Mission Wealth recently joined Kids Helping Kids for their 10th Annual Gala Celebration which featured grammy nominated and chart-topping rock band, NEEDTOBREATHE.
Mission Wealth Names New Partner to the Firm
We are pleased to announce Steve Caltagirone as a new Partner at Mission Wealth. Steve works in our San Francisco office and has been a client advisor with us since...
Spotlight on the Team: Brian Sottak
Our January team spotlight is on our Santa Barbara based client advisor Brian Sottak, who recently achieved his CFP®. At Mission Wealth, Brian creates tailored financial strategies and offers trusted...
Montecito Mudslide Victims: Resources and Ways to Help
In the recent weeks, residents of Santa Barbara County and the surrounding areas have been greatly affected by the Thomas Fire, which ravaged an estimated 281,893 acres. Still not fully...
Spotlight on the Team: Michelle Winkles
December’s Spotlight on the Team interview is with Mission Wealth’s Director of Marketing Michelle Wisniewski, who is just about to celebrate her one-year work anniversary with the firm. This month,...
Honoring Members of Catholic Charities at the Charities Mistletoe Ball
Mission Wealth recently sponsored the 25th annual Santa Barbara Catholic Charities Mistletoe Ball at the Coral Casino in Santa Barbara.
What To Do Before and After a Wildfire
As of December 12, the Thomas Fire has become California’s fifth largest fire, has burned through an estimated 257,000 acres and has destroyed more than 1,000 structures. The catastrophic events...
Helping Victims of the Thomas Fire
As of December 7, an estimated 96,000 acres have been ravaged by the Thomas Fire and more than 50,000 mandatory evacuations have been issued in Ventura County.
Supporting Students at Minds Matter Fall Benefit Piano Concert
Mission Wealth was in attendance as Minds Matter of San Francisco hosted their Fall Benefit Piano Concert at the San Francisco War Memorial Opera House.
Spotlight on the team: Andy Penso
Mission Wealth Partner and Client Advisor Andy Penso is our Spotlight on the Team interview this month. At Mission Wealth, Andy delivers customized financial planning, risk management and tax planning...
Supporting the Annual CALM at Heart Luncheon
Over the weekend Mission Wealth joined Child Abuse Listening Mediation for their Second Annual CALM at Heart Luncheon. The event featured speakers, raffle prizes and more.
Gathering to Salute the Fastest-Growing Companies in the Region
On October 19, the Pacific Coast Business Times hosted an awards reception honoring all the local business included in the weekly’s 2017 50 Fastest Growing Companies special report that was...
5th Annual Heroes of Hospice Luncheon
Mission Wealth was in attendance at the 5th annual Heroes of Hospice Luncheon. The event recognized exceptional community volunteers that have demonstrated strong support of the Hospice of Santa Barbara’s...
Spotlight on the Team: Rick Gonzalez
This month’s Spotlight on the Team interview is with our client advisor, Rick Gonzalez, who is based out of our Los Angeles location. At Mission Wealth, Rick develops investment, estate,...
Supporting a Greener Santa Barbara at CEC’s Green Gala
Over the weekend, the Mission Wealth team was in attendance at the Community Environmental Council’s Green Gala. Mission Wealth was a sponsor of the annual gala, hosted at the Lark...
Mission Wealth Honored Again by PCBT in Top 50 Fastest Growing Companies List
Santa Barbara, Calif. ─ September 22, 2017 Mission Wealth was honored again today by the Pacific Coast Business Times as one of the 2017 Top 50 Fastest Growing Companies in...
Looking Back at a Fun Summer
Mission Wealth is welcoming fall with open arms. In celebration of this new season, we want to share some of our summer highlights with you. We traveled with family and...
Museum Celebrates Renovations at Groundbreaking Ceremony
Mission Wealth supports the Museum of Natural History and its mission to inspire a thirst for discovery and a passion for the natural world.
Celebrating Health Care Volunteers at Charity Regatta
Mission Wealth was proud to sponsor the 13th Annual Santa Barbara Yacht Club Charity Regatta benefiting Visiting Nurse and Hospice Care. Since its inception in 2005, the Charity Regatta has...
Spotlight on the Team: Kieran Osborne
The Spotlight on the Team interview for September 2017 is with Kieran Osborne, who is moving from his role as Senior Portfolio Manager to become Chief Investment Officer at Mission...
Helping Victims of Hurricane Harvey
As of August 30, an estimated 30,000 to 40,000 homes had been destroyed and more than 3,000 water rescues had been reported in the Houston area as the aftermath of...
Honoring Those Who Work to Remove Hunger from Santa Barbara County
Seth Streeter and Dannell Stuart recently attended a reception hosted by the Food Bank of Santa Barbara County in honor of Jeff Bridges. Jeff was recognized for the important work...
Spotlight on the Team: Matthew Adams
The Spotlight on the Team interview for August 2017 is with our CEO and Managing Partner, Matthew Adams. Matthew is responsible for strategic growth initiatives, operational improvements, business and technology...
Mission Wealth Ranked as Top RIA firm by Financial Advisor Magazine
Mission Wealth is pleased to announce it has been named to Financial Advisor Magazine’s 2017 RIA Ranking, which lists the top Registered Investment Advisor firms in the country. The ranking...
Supporting Nature and Science Education at the Santa Barbara Museum of Natural History’s 30th Annual Wine & Food Festival
On June 24, Jenna Rogers and Dannell Stuart attended the 30th Annual Wine and Food Festival at the Santa Barbara Museum of Natural History, where they mingled with winemakers, bakers, and local chefs....
Celebrating Champions in Health Care with Pacific Coast Business Times
On June 22, Dannell Stuart attended the 2017 Champions in Health Care event hosted by the Pacific Coast Business Times. With a lot of the baby boomer generation starting to...
Mission Wealth Named to Financial Times 300 Top Registered Investment Advisers
Mission Wealth is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers, which was released today. The list recognizes...
Mission Wealth Featured in Pacific Coast Business Times “Who’s Who in Banking & Finance”
Mission Wealth partners Seth Streeter, Brad Stark, Dannell Stuart and Tricia Fahnoe are featured in today’s special issue of Pacific Coast Business Times “Who’s Who in Banking & Finance”. Every...
Spotlight on the Team: Steve Caltagirone
Learn more about Steve Caltagirone, Partner and Managing Director, in this interview.
Supporting Education for Children at the 10th Annual Fore Our Schools Golf Tournament
On May 22, Matt Adams from Mission Wealth participated in the 10th Annual Moraga Schools Golf Tournament, which benefited the schools of Camino Pablo, Los Perales, Rheem Elementary, Joaquin Moraga...
An Enriching Evening with Fairview Gardens
On Friday May 19, Seth Streeter and Michelle Wisniewski from Mission Wealth attended the Fairview Gardens “Farm to Table” Celebration. Mission Wealth was a proud sponsor of the truly enriching...
‘Eat Pray Love’ Author Speaks at Granada
On Saturday, May 6, Mission Wealth CEO Seth Streeter and his guest Lisbeth Beise enjoyed attending both the UCSB Arts & Lectures event “Elizabeth Gilbert: In Conversation with Pico Iyer”...
Supporting Children’s Education at the 18th Annual Mission Creek Gala
On May 13, Matt Adams and Andy Penso from Mission Wealth attended the 18th Annual Mission Creek Gala, hosted by the Santa Barbara Museum of Natural History. The extremely successful...
Honoring Mothers Who Excel in Service at the Visiting Nurse and Hospice Care Luncheon
On May 14th, 2017, Amanda Thomas, Sharon Robertson, Dannell Stuart, Jenna Rogers and Tricia Fahnoe attended Visiting Nurse & Hospice Care’s (VNHC) 16th annual Mother’s Day luncheon, which aims to...
Celebrating Leadership and Ingenuity at the South Coast Business & Technology Awards
Last night Mission Wealth sponsored the 23rd Annual South Coast Business & Technology Awards, benefiting the Scholarship Foundation of Santa Barbara. The Santa Barbara business community was out in full...
Women’s Fund Members and Guests Come Together for the Annual Presentation of Grants
On Monday, May 8, Dannell Stuart and Tricia Fahnoe attended the Women’s Fund of Santa Barbara’s 13th Annual Presentation of Grants event. Over $480,000 in grants were presented to 8...
Spotlight on the Team: Julianna Rote
Julianna Rote is a Client Advisor at Mission Wealth. She is an Accredited Asset Management Specialist® and an Accredited Wealth Management Advisor®.
An Afternoon with Angels Foster Care
On Friday, April 28, Mission Wealth’s Director of Business Development Dannell Stuart attended the Angels Foster Care of Santa Barbara’s annual “Angels by the Sea Al Fresco Afternoon”. Since 2006,...
Celebrating Victory at SB Channelkeeper’s 17th Annual Blue Water Ball
Mission Wealth is proud to have helped sponsor the celebration of Santa Barbara Channelkeeper’s recent victories for clean water on April 22. Partner and Client Advisor Geoff Gaggs, along with...
Mission Wealth Named 2017 Best Place to Work in the Central Coast
Today the Pacific Coast Business Times named Mission Wealth one of the “Central Coast’s Best Places To Work”. This is a new award that has been developed by Pacific Coast...
Mission Wealth Kicks off 2017 Season with Music Academy of the West
Mission Wealth is proud to join the Music Academy of the West as a Corporate Council member for another year. Seth Streeter, CEO and Founder of Mission Wealth, attended the...
Mission Wealth Proudly Supports SB Maritime Museum’s Four Nations Fundraiser
By Amanda Thomas, MS, CFP® Client Advisor at Mission Wealth Mission Wealth is a proud supporter of the Maritime Museum and on Saturday I attended their annual Gala with...
Mission Wealth is Growing!
Through our recent expansion, staff growth and website overhaul, Mission Wealth has increased and enhanced our presence in the Western United States in order to strengthen our connection with our...
Top 50 Women in Business: Amanda Thomas
The Mission Wealth team is proud to announce that Client Advisor Amanda Thomas has been recognized today by the Pacific Coast Business Times as one of the Top 50 Women...
Bridge and Beyond
Mission Wealth held an exclusive bridge event featuring world-renowned Grand Life Master Bob Crossley. Approximately 50 intermediate players, including avid bridge player and client, Leatrice Luria of Montecito, gathered at the...