Los Angeles, CA

Daniele has truly become my right hand person when it comes to my finances. She is always there to guide me, answer my questions, and help me feel confident about the decisions I'm making. I really value her knowledge, patience, and the genuine care she puts into helping me. It gives me so much peace of mind knowing I have someone I trust looking out for me. I'm incredibly appreciative of everything she does and would highly recommend her! She's simply the best!

Excellent portfolio management, quick response time and communication. Mercifully free of industry jargon, attitude and impatience. Joey Khoury is superb.

We learned about Mission Wealth at a presentation by Schwab located in Indian Wells, CA. Trying to recover from the'07,'08,'09 debacle my wife and I were interested in what we heard and over the following couple of years we moved my IRA and Marilyn's investment account to Schwab under the direction of Rick Gonzalez. We are very pleased with the results and services provided. We are so confident in the services provided, we have made Mission Wealth the financial manager of our invested assets in the event of our death or incapacitation. Our Executors are in agreement and welcome the services Mission Wealth can provide.

We remain very grateful for Rick Gonzalez's sage advice regarding our investment portfolio and feel very fortunate to have him as our financial advisor.

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

My wife and I joined up with Mission Wealth as our financial advisor about 10 years ago. In that time, MW evolved our investments to an endowment model, namely away from equities in the market to cash flow certainty to support spending needs in retirement. We couldn’t be happier with the professionalism of the firm and notably the team assigned to us. We have the utmost confidence and trust in our relationship. The team we have in Brian, Rory and Oliver are there for us every day and always have our best interests in mind. They are very responsive, provide great insight when we get anxious, eager to understand goals for retirement and adapt to key events in our life. We expect to work together for a very long time and know they will take care of my wife when I’m no longer around.

Jeremy is top of class, when it comes to customer service level, very comfortable, confident, reassuring business relationship from us the customer with him as our advisor… Can’t say enough about how much we appreciate his insight, knowledge, availability, and style of communication for all of our needs regarding our investment accounts management. He honestly gives us just such great comfortable feelings with all the strategic planning and communication that he does with us, and his demeanor and personality is just a bonus on top of everything else he brings to the table… I just hope that somebody in the Mission Wealth organization gets to read this and acknowledge him for everything that he’s done for us, Dave & Dan Kallal! Thank you, Jeremy and we both hope that Mission Wealth never assigned another advisor in the near future and then we get to keep you for as long as possible!!!

My experiences at Mission Wealth are always good. I look forward to the next one.

Mission Wealth has been an extremely valuable partner in advising on the structure and management of my estate as I planned for and moved into retirement. Amanda and Joey have been instrumental with their advice and guidance on wealth management and tax planning, especially about managing and diversifying out of a concentrated stock position. Amanda’s expertise in philanthropic planning has been insightful in establishing a long-term charitable giving plan that allows me to benefit the causes I want to support as a key component of my estate plan with tax-efficient giving strategies. The comprehensive approach to life-long wealth management and planning has allowed me to focus on what I want to do in the years ahead with the peace of mind that my estate plan is secure. It has been extremely valuable for me to draw on Mission Wealth’s deep knowledge and expertise in estate and tax planning, investments, trust advisement, and wealth management.

I cannot possibly have better things to say about a professional than I do about Joey Khoury. I started working with him during my divorce. I was married to someone in finance who handled all of our investing, taxes and anything financial. I felt scared wondering how I would take over these responsibilities. Not only is he incredibly knowledgeable and experienced in investing and financial planning, he is a jack of all trades. He would help me with the softer side of decisions…he was often my first phone call before I had a difficult conversation with my ex during our divorce. He’d help me choose my battles, which is very important when trying to simultaneously maintain the peace so you can co-parent effectively while sticking up for yourself and what you deserve. Joey has made a very challenging time in my life so much less stressful...

I want to express my sincere gratitude to Mission Wealth Management. Rick, Claudia, and Martine, as a team, have been exceptionally helpful every step of the way, from setting up our investments and navigating the complexities of our trust, moving the problematic annuities, to working with all the beneficiaries. I am sure many others are working to make all our investments and accounts set up flawlessly. We thank them as well. Most recently, after the passing of Suzanne, your sincere condolences have been invaluable to me and our children, and I talk about it a lot. You now are diligently guiding us through the process of changing an IRA, ensuring a smooth transition. Beyond your professional expertise, your genuine care and empathy have truly stood out. The thoughtful gesture of sending a 'Spoonful of Comfort' during this challenging time was incredibly touching and deeply appreciated. The included meditation book has also been a helpful resource, and I read it daily without fail...

Our financial friends at Mission Wealth have been responsive and supportive since the beginning, which was about 5 years ago. Claudia leads a wonderful team of professionals I rely on, and I have said she is the backbone of our family's financial needs. Thank you, Mission Wealth, for your services.

Thank you kindly to both of you for staying on top of things and watching my financial account! I truly appreciate it, and while I was traveling in May and June, I must say that I felt really comfortable traveling and not thinking or worrying about the financial market and my accounts. I think I was blessed to have stumbled upon Mission Wealth, and I am now at a stage where I can honestly enjoy life.