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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...

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...

Spotlight on the Team: Grant Franklin

Our Mission Wealth spotlight for the month of January is Grant Franklin, our new Investment Associate. In his role, Grant is responsible for trading, investment research and portfolio performance analysis....

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...

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...

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: 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...

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...

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...

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...

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...