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Richard Mubanga

In by Mission Wealth

Richard Mubanga, Tax Associate

Richard Mubanga

MBA

Tax Associate

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"As a Tax Associate at Mission Wealth, I find the greatest fulfillment in knowing that each day I have the opportunity to make a meaningful impact on a client’s life through thoughtful tax strategy. I am grateful to work alongside an incredibly smart, dedicated, and values-driven team that shares the same purpose: to serve clients and help strengthen their financial futures, one step at a time."

As a Tax Associate, Richard Mubanga provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax-centric documents and planning support to Mission Wealth client families. His flexibility, excellent verbal and written communication skills, and attention to detail help Richard excel in preparing federal and multi-state individuals and trust income tax returns.

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Professional Background

Before joining Mission Wealth, Richard worked as a Tax Associate at Keegan Linscott and JDA TSG, a consulting firm where he gained extensive experience in tax planning, compliance, and strategy. During this time, he developed a strong foundation in preparing individual and business returns, analyzing complex tax situations, and identifying strategic opportunities to optimize client outcomes. These roles taught him the importance of precision, proactive communication, and delivering value through thoughtful tax solutions, skills he continues to build upon at Mission Wealth.

Personal Pursuits

Richard enjoys writing and reading about finance, the economy, history, and practical “how-to” topics. He is passionate about financial education and helping people make confident money decisions. Richard and his wife love life in Scottsdale, Arizona, where he enjoys playing soccer, going on long runs, and spending time with loved ones.

Community Impact

Richard volunteered with the VITA program, where he served as a site manager for two years and helped low- to moderate-income earners secure nearly $3 million in collective tax refunds and savings.

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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