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Daniele Beasley

In by Mission Wealth

Daniele Beasley - Wealth Advisor

Daniele Beasley

MBA, CFP®

Wealth Advisor

Santa Barbara

(805) 880-2505

CONTACT DANIELE

"I’m passionate about my role as a Wealth Advisor because it allows me to empower clients to feel confident in their financial lives. By helping clients understand their money, I enable them to focus on what truly matters to them and live their lives with purpose. It’s incredibly rewarding to see individuals achieve their financial goals and embrace their future with clarity and assurance."

Daniele Beasley is a Wealth Advisor at Mission Wealth, serving clients in Santa Barbara, California. She joined Mission Wealth in 2024 and specializes in delivering customized financial planning and tax planning solutions to assist clients in achieving their goals. With expertise in advising clients with company stock options, young families, professionals, and independent women, Daniele becomes intimately acquainted with each client's specific goals and financial lives.

"I’m passionate about my role as a Wealth Advisor because it allows me to empower clients to feel confident in their financial lives. By helping clients understand their money, I enable them to focus on what truly matters to them and live their lives with purpose. It’s incredibly rewarding to see individuals achieve their financial goals and embrace their future with clarity and assurance."

Daniele Beasley is a Wealth Advisor at Mission Wealth, serving clients in Santa Barbara, California. She joined Mission Wealth in 2024 and specializes in delivering customized financial planning and tax planning solutions to assist clients in achieving their goals. With expertise in advising clients with company stock options, young families, professionals, and independent women, Daniele becomes intimately acquainted with each client's specific goals and financial lives.

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. 

She is a CERTIFIED FINANCIAL PLANNER™ Professional, a Psychology of Financial Planning Specialist™, and is currently working toward a Behavioral Financial Planning and Financial Therapy certificate. 

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.

Jenna Rogers Volunteering

Awards and Recognitions

2022 Allyship Champion, Women To Watch Awards by Investment News
Daniele received this award while at Twenty Concierge Wealth Management.

Spotlight on Andy Penso

Mission Wealth Success Story

A client who recently sold her business needed a comprehensive wealth management plan. The client was referred to Mission Wealth to help guide her through a recent business transition and the subsequent tax, estate planning, and investment planning needs.

We conducted an in-depth analysis of her situation including a comprehensive tax and estate plan review to ensure her affairs were organized in the most tax-efficient way. The cash flow analysis uncovered additional income needs that we complemented with covered calls on concentrated stock holdings. Additionally, we were able to further increase her income with access to alternative assets.

In the News

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Mission Wealth is thrilled to announce our recognition as one of the 2024 Fortune Best Workplaces in Financial Services & Insurance™.
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Curious about how Washington estate taxes differ from federal rules? Here are the keys of Washington’s estate tax system and strategies to protect your legacy.

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.

CONTACT US

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.

CONTACT US