Meet Our Women on a Mission Advisors
Our mission is to educate other women as they take control of their wealth.MEET WITH A FEMALE WEALTH ADVISOR
Let Our Female Wealth Advisors Partner With You
At Mission Wealth we help women construct and implement a financial plan so that you'll be better able to focus on your financial goals and understand what it will take to reach them. We believe that women can benefit greatly from working with a female financial advisor who can help them understand their options and implement plans designed to provide women and their families with financially secure lives.
"While I am fortunate to have been raised and surrounded by strong, bright women - that does not mean that finances are interesting or easy for them to understand. With the knowledge and nearly 20 years of experience I have now, I can help educate my own mother so that any emotional stress can be transformed into emotional peace and enjoyment. Not only have I been able to help my mom, I am especially thrilled to have many strong, bright women clients to help as well."
"I’ve noticed that women like working with other women in many situations, as they feel a woman advisor can more easily bring a conversation or explanation that is complex to a level where they understand it. Our female advisors can bring a wealth of knowledge to our clients, whether through life experiences, client examples, or engaging another advisor who has a different area of expertise."
"I’ve been working with clients for over 10 years now and some of my favorite meetings are the ones where women feel as though they will never be good with money. Whether they learned that money story at a young age or developed it later in life, being able to take the time to educate them and help them feel empowered financially, is very rewarding and is part of why I love what I do so much."
"I have found in most cases that women feel most heard and understood by other women. I have come across this in a lot of meetings that I will have to intercept on a concept or question to make sure the female client is getting what she intends to out of the conversation. At the end of the day, this business is about trust and relationships, so it is my priority that my clients start feeling confident in that right away.”
"As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position."
"Women are the key to their own financial futures, so it's critical that women learn how to make educated financial decisions. The world of financial planning isn't always easy or convenient, so I want to help women feel empowered to think and invest for the long term. In many cases, women can benefit greatly from working with a financial professional who can help them understand their options and implement plans designed to provide women and their families with financially secure lives."
"At Mission Wealth, we are women who are passionate about helping women. We know that women receive and process information differently than men and that women want to work with someone who understands them and can relate to their individual circumstances. Women want direct communication and education at their own pace, so they know they are making the most informed decisions. "
"I have found that the strongest relationships with women clients include a personal connection where they feel heard, with their values and needs understood. I feel that working closely together to design a holistic plan that addresses all of their financial and non-financial goals allows for further engagement with their wealth, and can help to educate and empower women through a community of aligned partners."
"I enjoy being able to have meaningful interactions face-to-face with clients. One female client hugged me after a meeting and said how much she appreciated just having another female in the room. It made the experience less intimidating for her and leveled out the playing field a bit for her to be able to express her thoughts, concerns and ideas. She knows she can always call me with questions, small or large."
"I like helping women feel safe and in the driver’s seat of their finances. There is sometimes a mystery around personal finance and by breaking it down into understandable components, it becomes manageable and creates a sense of calm."
"I am proud of our long history of working with women. When women feel confident and secure in their finances, it benefits not only them but also those around them. With this confidence and security comes the ability to live their lives to the fullest!"
"I am passionate about working with women in transition. I have the heart of a teacher, and a deep caring for my clients' wellbeing. Bringing clarity and compassion to women investors is my commitment to our clients."
"I am proud to be a part of a firm that truly cares about the well-being of our clients . I am also proud of our firm wide commitment to the community around us with our active participation and support of many of our local non-profit organizations that support women. Our advisor group makes it their priority to provide advice that is solely in your best interest and to provide caring advice that empowers clients to achieve their dreams."
"As women continue to earn money, become the main breadwinners for their families, and run their own businesses, it's vital that they take steps to protect their assets, both personal and business. Without an asset protection plan, a woman's wealth is vulnerable to taxes, lawsuits, accidents, and other financial risks that are part of everyday life. But women may be too busy handling their day-to-day responsibilities to take the time to implement an appropriate plan. Mission Wealth can help you create a plan to help protect your future."
“It is truly rewarding working with women and serving their families to help bring them peace of mind when reaching their financial, as well as personal goals. Here at Mission Wealth, we strive for our clients to feel empowered and understood when teaming with us. Through this collaboration, we are lucky enough to build long-term meaningful relationships that go beyond the numbers.”
"My mission is to empower women clients with financial knowledge and peace of mind. Working with our female clients is the most rewarding part of this job, as it is so wonderful to watch them step away from our time together and feel good about their future with the tools and resources we have provided them. I'm honored to work with so many wonderful female advisors and serve as a trustworthy fiduciary for our female clients at Mission Wealth."
"I am passionate about helping people reach and exceed the financial goals that they thought they could only dream of. I find joy in being a resource to women especially, and working to truly impact their wellness and quality of life."
"My passion for financial planning is deeply rooted in my family's legacy, as I followed in the footsteps of my mother, Mary Voll Miller, a respected second-generation financial planner. Working with independent women has become my greatest joy in this field."
Interested in Working With a Female Advisor?
If you are looking for comprehensive financial planning, we will accompany you through every step of your financial journey.Contact Mission Wealth today to schedule a confidential consultation and discover how we can help you achieve your financial dreams. For a complimentary phone consultation, please call us at (805) 882-2360 so that we can learn about your present financial status, future financial goals, and aspirations. If you want to set up a preferred time to talk, you can schedule a discovery call by following the steps below.
Your Mission Wealth Advisor will assist you in harmonizing your financial resources with your core values, enabling you to concentrate on life's most meaningful pursuits. We excel in serving individuals seeking a lasting partnership for financial planning and investment management. Through our straightforward three-step approach, we pinpoint ways to bring simplicity and clarity to your financial journey.
