A Few of Our Favorite Mission Wealth Client Stories From 2025

As we reflect on 2025, we’re especially grateful for the trust our clients place in us and the relationships we’re honored to build every day. This year brought meaningful milestones, thoughtful planning conversations, and steady guidance through an evolving financial landscape.

Below are a few of our favorite client stories from 2025—shared in our clients’ own words. These testimonials highlight the impact of personalized planning, long-term partnerships, and a commitment to helping clients feel confident about their financial lives.

Client Stories from 2025

“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 webinars 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.“

— Cristina M., Client of Jeff Avila at Mission Wealth

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“I owe my life to Brad Stark and Jessica Mora. They came into it after the unexpected passing of my husband. They have guided my family and I through all the ups, downs, challenges, and trials of life. They are family and always there with any concerns or questions I may have. I am able to live my life with security and confidence for my future and my family’s. I will be forever grateful for Brad, Jessica, and Mission Wealth.”

— Katherine B., Client of Brad Stark and Jessica Mora at Mission Wealth

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“Cray Coppins is more than an advisor—he feels like part of our family. He understands our goals and makes sure every decision supports what is best for our family. He explains complex topics in a way that’s easy to understand but also offers a more detailed analysis, which my husband appreciates. His responsive, thorough, and thoughtful approach gives us confidence in every decision. I would highly recommend Cray and Mission Wealth.”

— Sharon O., Client of Cray Coppins at Mission Wealth

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“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 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.”

— Alan S. and Susan P., Clients of Tricia Fahnoe at Mission Wealth

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“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.”

— Justin and Janice S., Clients of Shane Holt at Mission Wealth

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“I want to express my sincere gratitude to Mission Wealth Management. Rick, Claudia, and Martina, 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 flawless to us. 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 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. I even use your note card as my bookmark. Mission Wealth Management has exceeded my expectations in every way. My error in finding you was one of my best errors! Your dedication, professionalism, and compassionate approach have made a significant difference. Thank you for your outstanding service. I hope my request today and my referral of Christopher and Andrea show how much I trust you and will always depend on this relationship with you and Mission Wealth Management. As you say, “warm regards.”“

— Russ G., Client of Claudia Arnold at Mission Wealth

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“Mission Wealth & Will Foley are absolutely the best! My wife & I really enjoy working with them. Will has such a genuine nature about him & is so easy to talk with. He built our trust right away. Not only is he incredibly knowledgeable but he’s able to patiently explain & discuss strategies that normally would go over our heads. He is passionate about his work & it shows. We’re so thankful to have found experts who care. We can’t recommend Will & Mission Wealth highly enough!!”

— Michael B., Client of Will Foley at Mission Wealth

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“I have been a client of Mission Wealth for 5 years now, and when I speak about them to friends and family, I usually start with…”If I only had found them sooner.” Not only have my returns increased, the sense of security and confidence I receive from Mission Wealth and my advisor is what I value the most. Wes Patton has been my advisor since I moved to Mission Wealth. His responsiveness, guidance, and overall service are unrivaled compared to any other type of financial service or service in general that I’ve had in the past. Not only do I trust Wes’s guidance, but he’s also taken the time to get to know me as a person and therefore, truly understands my needs. I appreciate him more every time we interact. I continue to recommend Mission Wealth to others and am happy to say that I hear the same from others who decided to switch to Mission Wealth.”

— Edward P., Client of Wes Patton at Mission Wealth

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“Steph Bruno and the Mission Wealth team have been wonderful to work with. Steph is always responsive, professional, thorough, and patient. I never thought we would move to actively managed. I am very pleased and really appreciate all the services they offer us and the peace of mind it is providing.”

— Trish S., Client of Steph Bruno at Mission Wealth

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“My advisor, Scott Ranby, is the ultimate professional – efficient, knowledgeable, caring, and friendly. He asks great questions and listens well. He is easy to talk with and always is thorough and prepared when I ask questions of him. I am so happy and actually relieved to have an advisor who has all of these qualities. It is a hard world, and it is a joy to have a trustworthy, helpful person whose expertise is not my own.”

— Sandra P., Client of Scott Ranby at Mission Wealth

Looking Ahead

As we move into the year ahead, we remain focused on delivering clarity, confidence, and care at every stage of the financial journey. To our clients: thank you for your kind words, your trust, and the opportunity to serve you.

If you’d like to learn more about how we work with individuals, families, and organizations, please connect with our team.

Testimonials appearing on this website have been received by current clients of Mission Wealth Management LP. All testimonials reflect the experiences of those who have used our services in some way or another. However, they are individual results, and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials do not necessarily represent the views of all who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website.