Learn About Daniele Beasley
Professional Background
Daniele Beasley brings over 30 years of experience in the financial industry to her role at Mission Wealth. Prior to joining Mission Wealth, she ran her own wealth management practice, where she provided personalized financial solutions to a diverse clientele. She also held several C-suite positions at major investment management firms in Los Angeles, further honing her expertise in wealth management.
Daniele is deeply passionate about financial literacy and has coauthored two coloring books designed to educate children and young adults about money. Her dedication to empowering clients and fostering financial confidence continues to drive her commitment to helping individuals and families achieve their financial goals.
Education
Daniele graduated from Pepperdine Graziadio with her Masters of Business Administration and her Certificate in Financial Planning. She also holds the certificates of Client Psychology and Executive Program in Management from Wharton Executive Education and UCLA Anderson School of Management respectively.
Personal Pursuits
Daniele loves farm-to-table cooking, playing pickleball, and listening to live music. She treasures spending time with her daughter, Jaz, and enjoys exploring new ways to nourish their worth together.
Community Impact
Financial literacy is crucial; research shows that money mindset is set by the age of seven. While current school programs focus on high school students, Daniele advocates for introducing financial education at the early education level. By promoting interactive and engaging learning materials, she aims to help children develop strong financial foundations early on, empowering them to become financially confident individuals and ensuring they nurture their worth from a young age.
As a member of the Women on a Mission group, she is part of an array of female team members that 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.
Awards and Recognitions
2022 Allyship Champion, Women To Watch Awards by Investment News
Daniele received this award while at Twenty Concierge Wealth Management.
Where do I begin sharing my experience working with Daniele Beasley? For almost 2 years, it has been the best decision I have made for myself. Coming from a different firm I realized the things that I needed more of when it came to knowledge and guidance. Daniele's focus and dedication to financial literacy and commitment to helping female entrepreneurs like myself thrive was 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 have an understanding of my future - working with Daniele has given me that peace of mind, and that is invaluable. She is AMAZING at what she does; she gives women the confidence and the knowledge to stay motivated and learn about finance, especially when it's your hard-earned money. I can keep raving more about this amazing human because her passion for knowledge, helping women, and teaching is unmatched, and I am so beyond lucky to have her be part of my life!
In the News
About Mission Wealth
Founded in 2000, Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) 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.