Learn About Tricia Fahnoe
Professional Background
Tricia Fahnoe has had an extensive career in the financial industry, starting at Merrill Lynch where she focused on stock analysis and seminar presentations. Her passion for total wealth management led her to join Mercer Advisors in 1994, where she broadened her expertise in the field. She later became the Investment Management Director for a national insurance company in 1996, implementing investment advice for its clients. Returning to wealth planning, Tricia rejoined Mercer Advisors in 1998. In 2011, Tricia joined Mission Wealth, where she was able to follow her professional goal of providing objective advice to help each of her clients achieve their financial aspirations.
Tricia holds a Bachelor of Arts in Economics from Northwestern University, an MBA in Finance from UCLA Anderson School of Management, and a Master of Science in Financial Planning from the College for Financial Planning. She has also earned the CERTIFIED FINANCIAL PLANNER™ designation.
Personal Pursuits
Tricia Fahnoe is a resident of sunny Santa Barbara, where she lives with her husband Ian and their two boys. They share a passion for travel and have had the opportunity to explore exotic locations such as Africa, Thailand, Costa Rica, and French Polynesia. During their travels, Tricia and her husband like to be adventurous and have participated in activities such as sailing, horseback riding, and bicycle tours while also visiting popular tourist sites. In addition to their travels, Tricia enjoys spending time with her family, participating in outdoor activities like hiking, golf, and sailing. She considers herself a "foodie" and enjoys trying new restaurants and cuisines.
Community Impact
Tricia is an active member of her community, with a strong commitment to education and philanthropy. She currently serves on the Board of Directors and Finance Committee for Santa Barbara Middle School, as well as on the Finance Committee, Investment Committee, and Board of Directors for the Scholarship Foundation of Santa Barbara. In addition, Tricia has contributed to the Women's Fund and previously served as a Compeer for the Music Academy of the West, as well as a member of its Planned Giving Committee. Through her involvement in these organizations, Tricia is dedicated to making a positive impact on the lives of others.
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 50 Women in Business, the Pacific Coast Business Times
*for award disclosures and methodology, visit awards & rankings
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.