Santa Barbara, CA

I'd like to record a few words in favor of Ms. Daniele Beasley. Daniele has been my investor and financial representative for about two years. We meet every few months. She is always well prepared in reviewing my portfolio. She is very knowledgeable about investments, explains things well and answers my many questions in ways I can understand. Under her guidance my investments have grown handsomely. Given the global economy and stock market rise over that time, she readily acknowledges, of course, that she is not solely responsible for the growth. No matter; it is reassuring and a pleasure to see her work for me. I look forward to her continued guidance over the next few years.

Always a pleasure doing business with you.

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Today, Jeff and I had a review of my accounts managed by Mission Wealth. Jeff was informative in helping me to understand my portfolio. He followed up immediately with my CPA with questions about my 2025 and 2026 tax returns. Throughout the year Jeff has been responsive to my financial issues. He is a delight to work with.

As a 90 year old widow and client of Jeff Avila since 2018, I wish to convey my appreciation to Jeff and to his team at Mission Wealth for the guidance and support sincerely given to me. At my meeting with him today I felt informed and comforted that my financial health is in competent hands.

I highly recommend Shane Holt as a wealth advisor. He has been instrumental in helping me clarify and achieve my financial goals, from building long-term wealth to thoughtfully planning for retirement. Shane is consistently thorough, strategic, and attentive in his approach, ensuring that every recommendation is tailored to my personal financial situation and objectives. What sets Shane apart is his ability to make complex financial topics clear and actionable. He takes the time to explain his guidance in a way that builds real understanding and confidence in decision-making. I always feel informed and supported when working with him. Shane is also a great listener and a pleasure to work with. He brings a personable, calm, and approachable style to what can often be a stressful subject, making financial planning feel much more manageable and even enjoyable! I have great trust in Shane Holt and in Mission Wealth. I am genuinely grateful for his guidance and partnership.

Daniele Beasley and the team at Mission Wealth have been outstanding to work with. Daniele has done an excellent job balancing professionalism, knowledge, and patience while helping manage both my investments and my family’s finances. What I appreciate most is her ability to give thoughtful guidance while still making us feel heard and respected. She never pushes — she educates, advises, and helps navigate decisions in a way that builds trust and confidence. Since working with Mission Wealth, I’ve been very happy with the performance of my investments and the overall experience. Daniele has been responsive, knowledgeable, and genuinely great to work with throughout the process. I highly recommend Daniele and Mission Wealth to anyone looking for a financial advisor who combines strong results with excellent personal service.

Always easy to work with Austin.

We have been with Mission wealth and our advisor, Jeff Avila, for about five years now. It has probably been the smoothest five years we have ever had as far as our investment and the personal contact that we have had with our advisor. Our investments have performed admirably, and we very pleased with the overall performance. I believe any major investment firm has great tools to help their investors and clients, but the individualized support and personal connection. The mission wealth builds with its clients is definitely the game changer. If I ever have a question, it is answered the same day or early the next morning, and it has done so professionally that I am always in amazement of how much care is taken towards me. I feel valued, and that is a very comforting feeling for a client to have. I cannot express my gratitude towards Jeff or Mission wealth enough, and I would recommend them, as I have, to all my friends and anyone that would listen.

My representative, Daniele Beasley couldn't be more accommodating and informative. She is definitely a keeper.

Who has your back? To whom do you entrust your life or your wealth? Who will walk with you through swift-passing years and turbulent worlds? Surely, they must have the talent, training, and skill to do the job. But it takes more than competence; you need someone who engages with you, understands you and your needs, and will wisely, diligently find solutions to serve you. Pro forma solutions don’t cut it; what works for a thousand others might not work for you; the best solution considers not only nuts and bolts, but intangibles like risk, emotion, hopes, and fears. The role is as much sage, counselor, and friend as it is financial advisor, and that is how Claudia has blended into our lives for so many years. Whatever AI or mere technical skill may bring to financial management, it cannot ever replicate the human, humane, consummately professional guidance that Claudia has brought to us.

Mission Wealth and staff have been my Financial Advisors for decades, well into my retirement. Led by the thoughtful, professional and personal attention of Tricia Fahnoe in the Santa Barbara Office, my wife and I have been grateful for the decades of positive results of our association and journey. Tricia, especially, takes personal interest in the success of her clients. I highly recommend Tricia Fahnoe and her associate on the team, Austin Roberts, as well as the Mission Wealth company, for long term, steady, planned financial goals achievement.

Absolutely fantastic relationship. Our representative, Jeff Avila, has been top notch. We involve him in most consequential financial decisions and truly enjoy getting his input. His team has helped us through early retirements, annual taxes, medical care decisions, and retirement strategies. I honestly didn't think we could find such stellar service anywhere else.

Daniele Beasley is the most professional and personable advisor I’ve ever worked with. I sleep at night knowing she is managing my investments.

Mission Wealth has been exceptional in every way. Our family has entrusted Mission Wealth with a complex, multi-generational investment portfolio, and I cannot say enough about the care, intelligence, and integrity they bring to their work. They have done an outstanding job growing our wealth while also generating substantial, reliable dividend income that actively supports our family. What sets Mission Wealth apart is their ability to balance long-term strategy with real-world needs. Their approach is thoughtful, disciplined, and clearly intentional — focused not just on market performance, but on sustainability, income, and stewardship. Even during periods of market uncertainty, they communicate clearly, explain the “why” behind decisions, and make sure we feel informed and confident. Their team is responsive, patient, and genuinely invested in our success. It’s rare to find a firm that combines this level of professionalism with such a strong sense of partnership and trust.

My husband and I have the most wonderful financial adviser at Mission Wealth, Daniele Beasley, who has created for us an amazing sense of being the most important client she has and where we feel we are getting the most special treatment. She has intended not to take on too many clients in order to be able to give each one her undivided attention. What luck that we found her. Thank you Daniele.

Excellent service. Always courteous and friendly.

We love Jeff Avila! Followed him from Fidelity to Omega to you and have told him he is not allowed to retire until we no longer need him His greatest work skill is to take complicated investment strategies and make them understandable, for me AND my much younger beneficiaries. He is also so much fun to hang out with, always with a smile and a hug.

My wife & I have continued to be very happy clients of Jeff Avila for over 20 yrs, moving with him as he has changed firms during that time. Most recently, he has helped us unravel a complex Tax Record Question. Previously, he has built a remarkable investment success record for us.

Our representative, Geoff Gaggs, is exactly what we want and need to help and guide us with our financial situations. He and his aides have been pleasant and easy to work with and always seem to have the answers we need.

We have worked with Tricia Fahnoe for over a decade and she has been an invaluable partner in our financial journey. My husband's medical practice originally hired her as a financial advisor, and when the practice later changed to a different advisor, my husband chose to stay with her personally—a decision we've never regretted. Tricia has managed our retirement accounts with skill and care, delivering consistent high average annual returns through a conservative investment approach (50% stocks, 50% bonds) that aligns perfectly with our comfort level and goals. Her strategic thinking extends well beyond portfolio management. Her excellent guidance on my Social Security timing—recommending I wait until age 70—has resulted in substantially higher lifetime benefits that will serve us well for years to come. What truly sets Tricia apart is her holistic approach to financial planning. She's proactive in reaching out and always responsive. We recommend Tricia Fahnoe without hesitation.

It has been a pleasure working with Mission Wealth. My financial advisor, Jeff Avila, is someone I trust. He has consistently provided thoughtful and thorough expert guidance and helped me plan confidently for the future. He is responsive, generous with his time, and always willing to answer my questions, even when they stretch beyond traditional investment topics. I also use them for tax services, and they have made that process smooth and reliable. Their webinar are always engaging and full of interesting insights. I also appreciate that they offer additional security benefits (for an extra layer of peace of mind). One of the things I value most is how my children are also benefiting from working with them. It is reassuring to know they are receiving the same thoughtful support that I have come to trust. Overall, Mission Wealth delivers excellent service across the board. I am grateful for their support and highly recommend them to anyone looking for a trusted financial partner.

We feel Tricia Fahnoe is more than our trusted advisor, but also a part of our lives - for many many years.

We appreciate how Tricia has gotten to know us in so many ways. She has taken the time to not only know and understand our financial goals of course, but she knows our thoughts on how we want to live our life. From our own financial security, to family, to giving, and the implications of our portfolio performance on the achievement of our goals, she has assisted us create and execute a successful investment strategy.

Thanks so much, Geoff – You have gone above and beyond – again. To say I appreciate your help is an understatement...as you are (painfully) aware, these things are not my area of expertise!

Where do I begin sharing my experience working with Daniele Beasley? For almost two years, it has been the best decision I have made for myself. Coming from a different firm, I realized what I needed more of when it came to knowledge and guidance. Daniele's focus, dedication to financial literacy, and commitment to helping female entrepreneurs like myself thrive were everything I was looking for. Coming from a background where money is scary or a struggle and a male-dominated firm, Daniele has helped me change that narrative and my relationship with money. She has made my time with her enjoyable when we meet, leaving me feeling like I actually know and understand what we are doing, what we are planning for, and especially why. I love feeling like I had a little 101 seminar with her, so I understand my future - working with Daniele has given me that peace of mind, which is invaluable. She is AMAZING at what she does; she gives women the confidence and the knowledge to stay motivated...

Thanks, Geoff, for sending this review and also for contacting my CPA. You are always so thorough and explain things well. I really appreciate it.

Wonderful professional financial advice.

Trica Fahnoe is an outstanding financial advisor. She is up to date, wise, and keeps the client's best interest as her primary concern. We have worked together for 14 years, and she has helped us with family financial decisions above and beyond expectations. It is so nice to have someone I can trust.

Shane Holt is very knowledgeable and helpful, always responds quickly when we need him. We are very pleased with Shane and Mission Wealth.

My wife and I have been clients of Mission Wealth for two years. From our first meeting to explore an advisory relationship with MW, the MW team and our primary advisor, Shane Holt, have been exceptional. Shane is a thoughtful and insightful listener. He and the MW team have translated our aspirations into well-constructed strategies and action plans that have performed well. Shane responds promptly to all our inquiries and has provided excellent sources for reference and follow-up. We have a modest-sized portfolio, and we couldn’t be more pleased with our experience at Mission Wealth.