Mia Relis, Mission Wealth

Mia Relis

In by Mission Wealth

Mia Relis, Mission Wealth

Mia Relis

Client Services Representative

Santa Barbara

(805) 979-8667

CONTACT MIA

"The best part of my job is building meaningful relationships and working alongside like-minded team members who are as dedicated as I am to making a difference in the lives of our clients."

Mia Relis is a Client Services Representative who collaborates closely with her team members, assisting with onboarding new clients, maintaining headquarters inventory, answering phone calls, preparing paperwork, and ensuring smooth ongoing account maintenance for clients. Mia's commitment to positively impacting other people's lives parallels her drive for personal and professional growth.

"The best part of my job is building meaningful relationships and working alongside like-minded team members who are as dedicated as I am to making a difference in the lives of our clients."

Mia Relis is a Client Services Representative who collaborates closely with her team members, assisting with onboarding new clients, maintaining headquarters inventory, answering phone calls, preparing paperwork, and ensuring smooth ongoing account maintenance for clients. Mia's commitment to positively impacting other people's lives parallels her drive for personal and professional growth.

Learn About Mia Relis

Professional Background

Mia’s background in administration includes overseeing the office operations at Santa Barbara Meals on Wheels, a non-profit organization that helps provide low-cost meals to the community. Through her experience working at a non-profit, she witnessed the profound impact that individuals can have on the lives of others. Prior to her non-profit work, Mia was the assistant registrar at the California School of Law and the receptionist for the Santa Barbara County Board of Supervisors.

Personal Pursuits

Mia is a Santa Barbara native. She enjoys traveling and exploring new places. Her hobbies outside of work include snowboarding, camping, and road trips. Mia has a deep appreciation for the arts and loves film, photography, and visiting art exhibits. She is passionate about social justice and advocating for the disadvantaged.

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.

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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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