Thousand Oaks, CA

Great company & team to work with! We moved our IRA's to Mission Wealth about 4 years ago & we are happy we did.

Comprehensive plan that has been yielding steady results. Good two way communication. Appreciate the tax planning advice and the long-term view on managing assets and my financial needs.

I have been with Mission Wealth for 16 years and have been very impressed with this firm. The advisors are professional, knowledgeable, and caring toward their clients. They fulfill their fiduciary obligations well and are always looking to improve your portfolio. I strongly recommend them.

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!

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

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.

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

Mission Wealth listens and understands. My advisors are prepared, constructive, and I feel like they have always had my back. They encourage me to live a life of joy and to balance my happiness with prudence. I love the Mission Wealth seminars and special events. It helps me stay engaged with the firm. They have been with me through hard times and easy times.. I am grateful!

We appreciate the level of service in addition to Mission's investment expertise. We feel we have a plan that makes sense for our personal situation.

This firm is not about the sales pitch or boasting. They are about listening to their clients, having open and honest discussions about your money and goals and coming to the table with clear action plans, strategies and “what-if” scenarios. They don’t need to boast because the experience speaks for itself. No fluff, no cookie cutter plans just real good planning and strategizing to meet your goals. Highly recommend!

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 experience with Mission Wealth - consistently professional, responsive, thorough and excellent communicators.

Although I appreciate Mission Wealth's holiday card, you (and your team) are what I am really thankful for. You take the worry out of one of my most important items in retirement. I am so lucky to have you as my retirement money liaison. You are very knowledgeable, thoughtful, kind, upbeat, and straightforward with me. I greatly appreciate all of your attributes.

The most important asset a company can have, and that is especially true in the service industry, and critical in the financial advisory services industry, is TRUST. Well, Mission Wealth has my one hundred and ten percent trust in how they handle my money. Their judgment is based on a prudent analysis of the risk-benefit ratio, and they have not failed me in the years I have been using their services. If you want to sleep peacefully at night and know someone is handling your financial well-being, go to Mission.

Mission Wealth has given my wife and me greater confidence that our money will outlast us in the challenging times ahead. Its advisors are as professional and caring as can be! Thank you.

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.