Tawny Kauka Client Service Representative Mission Wealth

Tawny Kauka

In by Mission Wealth

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Tawny Kauka

Client Service Representative

Operations

(805) 690-9003

CONTACT TAWNY

Tawny Kauka

Client Service Representative

Operations

(805) 690-9003

CONTACT TAWNY

"My passion is to help others. As a Client Service Representative, I'm passionate about helping our clients achieve their goals."

Tawny Kauka is a Client Service Representative at Mission Wealth and plays a vital role in providing exceptional service to clients. Working in close collaboration with a dedicated team of Wealth Advisors, Tawny's responsibilities include various crucial tasks, including the preparation of new account paperwork and the meticulous execution of ongoing account maintenance. 

"My passion is to help others. As a Client Service Representative, I'm passionate about helping our clients achieve their goals."

Tawny Kauka is a Client Service Representative at Mission Wealth and plays a vital role in providing exceptional service to clients. Working in close collaboration with a dedicated team of Wealth Advisors, Tawny's responsibilities include various crucial tasks, including the preparation of new account paperwork and the meticulous execution of ongoing account maintenance. 

Learn About Tawny Kauka

Personal Pursuits

Tawny was born and raised in Santa Barbara and enjoys spending time with her two daughters. Together they enjoy anything outdoors. Both of Tawny's daughters love art so they spend a lot of time together painting, coloring, or scrapbooking. To learn more about Tawny, check out this 2020 Mission Wealth interview.

Community Impact

Tawny actively contributes to her community by volunteering with United Way, where she helps beautify local schools through organized clean-up events.

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.

Dannell Stuart Volunteering

In the News

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Mission Wealth Market Update 12/18/24

In the last FOMC meeting of the year, the Fed cut the fed funds rate by 0.25% and revised its expectations for future rate cuts in 2025.
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United States Debt: How High Can It Go Before It’s No Longer Sustainable

Founder Brad Stark provides an editorial piece on the US debt-to-GDP ratio and the future economic indicators we should look for.
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Evaluating Homeowners’ Insurance Carriers and Coverage

If your insurance premiums have increased and your are considering changing providers, here are some steps you can follow before contacting potential insurers.

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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