Erika Pintard CRM Specialist Mission Wealth

Erika Pintard

In by Mission Wealth

Erika Pintard Mission Wealth

Erika Pintard

CRM Administrator

Santa Barbara

(805) 283-2667

CONTACT ERIKA

"Kindness is the language which the deaf can hear and the blind can see.” - Mark Twain

Erika Pintard, a CRM Administrator at Mission Wealth, plays a crucial role in supporting the Technology department. Her professional and targeted support ensures that Mission Wealth's customer relationship management system is running smoothly and efficiently. Erika's expertise and attention to detail allows the Technology department to focus on delivering innovative solutions to clients, while she handles the day-to-day maintenance of the CRM system.

"Kindness is the language which the deaf can hear and the blind can see.” - Mark Twain

Erika Pintard, a CRM Administrator at Mission Wealth, plays a crucial role in supporting the Technology department. Her professional and targeted support ensures that Mission Wealth's customer relationship management system is running smoothly and efficiently. Erika's expertise and attention to detail allows the Technology department to focus on delivering innovative solutions to clients, while she handles the day-to-day maintenance of the CRM system.

Learn About Erika Pintard

Personal Pursuits

When she's not in the office, Erika Pintard enjoys an active lifestyle. She loves spending time outdoors, gardening, and listening to live music. Above all, Erika cherishes the time she spends with her family and friends.

Community Impact

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

Top 40 Under 40, Pacific Coast Business Times (2023)

*for award disclosures and methodology, visit awards & rankings

Emil and Santa Barbara Volunteering

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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.
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