Mia Parnell Senior Wealth Advisor Associate

Mia Cattaneo

CFP®, MBA

Senior Wealth Advisor

Dallas, Plano, Tulsa

"I believe the most meaningful financial planning begins with understanding what matters most to each client. My work is rooted in listening closely, simplifying complex decisions, and helping clients feel supported through both exciting milestones and difficult transitions. It is a privilege to help them create a financial life that feels organized, intentional, and aligned with the future they want to build."

Mia Cattaneo is a Senior Wealth Advisor at Mission Wealth, providing comprehensive financial planning and wealth management guidance to clients in the Dallas, Texas area and beyond.

Mia works closely with individuals, couples, families, and young professionals to help simplify financial decisions and create plans that support their goals. She often helps clients prepare for retirement, design portfolios to support income needs, navigate sudden wealth, manage major life transitions, and coordinate tax, charitable, estate, and investment planning strategies.

Known for her thoughtful, relationship-centered approach, Mia is committed to helping clients feel understood and supported. She values the opportunity to know her clients personally, not only as investors, but as people with families, priorities, concerns, and dreams for the future.

"I believe the most meaningful financial planning begins with understanding what matters most to each client. My work is rooted in listening closely, simplifying complex decisions, and helping clients feel supported through both exciting milestones and difficult transitions. It is a privilege to help them create a financial life that feels organized, intentional, and aligned with the future they want to build."

Mia Cattaneo is a Senior Wealth Advisor at Mission Wealth, providing comprehensive financial planning and wealth management guidance to clients in the Dallas, Texas area and beyond.

Mia works closely with individuals, couples, families, and young professionals to help simplify financial decisions and create plans that support their goals. She often helps clients prepare for retirement, design portfolios to support income needs, navigate sudden wealth, manage major life transitions, and coordinate tax, charitable, estate, and investment planning strategies.

Known for her thoughtful, relationship-centered approach, Mia is committed to helping clients feel understood and supported. She values the opportunity to know her clients personally, not only as investors, but as people with families, priorities, concerns, and dreams for the future.

Learn About Mia Cattaneo

Professional Background

Mia Cattaneo began her career at AppFolio, a Santa Barbara-based technology company, where she quickly established herself as a highly motivated and results-driven professional. Fresh out of graduate school, Mia joined the company's property management division and rapidly rose through the ranks to become a key member of the investment management team. During her tenure at AppFolio, she led a market validation project that successfully launched the company's new website offerings.

Mia's academic background includes a Bachelor's degree in Business Management and an MBA from Clark University. Her formal education and extensive experience in the tech and investment management sectors have equipped her with the skills and expertise needed to deliver exceptional results for her clients at Mission Wealth. In 2024, Mia became a CERTIFIED FINANCIAL PLANNER®.

MissionForward Advisor

In 2025, Mia Cattaneo was a founding Wealth Advisor on Mission Wealth's new digital platform, MissionForward. Learn more about the service in Mia's video.

Personal Pursuits

Born and raised in Santa Barbara, Mia left her hometown to attend college in Massachusetts. An avid sports enthusiast, Mia grew up playing soccer and volleyball, and continued to play the latter throughout college.

Outside of work, Mia enjoys spending time with her English cream golden retriever, Maverick, visiting family and friends, and traveling.

Community Impact

Previously, Mia volunteered as a coach at the Santa Barbara Volleyball Club, where she helped young athletes develop the values of hard work, dedication, problem-solving, teamwork, and perseverance. Mia takes pride in watching the girls she coached grow in confidence, improve their skills, and develop a love for the game.

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.

Hear Directly From Mission Wealth Clients

John M. (00877792 03/26), Barbara S. (00863672 01/26)

In the News

Market Update 7/30/26

Read Mission Wealth’s latest market update covering the Federal Reserve’s interest rate decision, inflation, market outlook, portfolio diversification, and investment strategy.

What Are Non-Qualified Stock Options (NSOs), and How Are They Taxed?

Non-qualified stock options (NSOs) can be a valuable form of equity compensation, but exercising them may trigger significant taxes and cash-flow needs. Learn how NSOs work, when they’re taxed, and strategies to help maximize their value while managing investment and tax risk.

Trump Accounts Explained: Should You Contribute Beyond the $1,000 Government Deposit?

Learn how Trump Accounts work, who qualifies for the $1,000 government contribution, contribution strategies, tax rules, and how they compare to 529 plans.

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