"I have always loved working as a team and problem solving, this is what drew me into working in Operations. Being able to collaborate with others and see how as a collective group we are able to come up with a solution and better prepare for the future."
As the Operations Associate, Alexis Melgoza greets our Santa Barbara clients and visitors, answers the firm phone lines, and provides administrative support to the advisory and operations teams.
Learn About Alexis Melgoza
Professional Background
Alexis currently is the Operations Associate located in the Santa Barbara office. She completed her Bachelor of Arts in Business Administration with an emphasis in Management from California State Univesity, Northridge Spring of 2023.
Prior to California State University, Northridge, Alexis attended Santa Barbara City College and earned her Associate of Arts in Economics, Chicano Studies, Science & Mathematics, Social & Behavior Science, and Business Administration.
While being a full-time student, Alexis was working for a small boutique financial firm in Santa Barbara which is where she first experienced her passion for working in the finance world.
Personal Pursuits
Alexis enjoys traveling with her family and getting to experience different cultures and foods. When she is in Santa Barbara, where she has lived her whole life, she likes being active by going to the gym, hiking, or spending time at the beach with Kona, her toy Australian Shepherd.
As a member of the Women on a Mission group, she is part of an array of female team members who offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.