Tricia Fahnoe

MBA, CFP^®, MS

Partner and Senior Wealth Advisor

"There's no greater satisfaction than seeing my clients achieve their financial goals and feeling confident about their financial choices. Ultimately, my goal is to help my clients achieve financial security and peace of mind, knowing that they are well-prepared for whatever the future may hold."

Tricia Fahnoe is a Partner and Senior Wealth Advisor at Mission Wealth, serving individuals and businesses throughout Santa Barbara, California and the surrounding areas. Tricia is committed to providing her clients with comprehensive, specialized financial advisory services and works closely with each client to develop customized goal plans and portfolios that align with their unique circumstances and values. She is dedicated to guiding her clients through every stage of their financial journey and providing expert advice on investments, retirement planning, insurance, tax strategies, and estate planning. With her in-depth knowledge and experience in the financial industry, Tricia is passionate about helping her clients achieve their financial goals and secure their financial futures.

"There's no greater satisfaction than seeing my clients achieve their financial goals and feeling confident about their financial choices. Ultimately, my goal is to help my clients achieve financial security and peace of mind, knowing that they are well-prepared for whatever the future may hold."

Tricia Fahnoe is a Partner and Senior Wealth Advisor at Mission Wealth, serving individuals and businesses throughout Santa Barbara, California and the surrounding areas. Tricia is committed to providing her clients with comprehensive, specialized financial advisory services and works closely with each client to develop customized goal plans and portfolios that align with their unique circumstances and values. She is dedicated to guiding her clients through every stage of their financial journey and providing expert advice on investments, retirement planning, insurance, tax strategies, and estate planning. With her in-depth knowledge and experience in the financial industry, Tricia is passionate about helping her clients achieve their financial goals and secure their financial futures.

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.

California Insurance License #0B64093.

Personal Pursuits

Tricia Fahnoe is a resident of sunny Santa Barbara, where she lives with her family. She has a passion for travel and has had the opportunity to explore exotic locations such as Kenya, Tanzania, Cambodia, Costa Rica, and French Polynesia. During her travels, Tricia likes to be adventurous and has participated in activities such as horseback riding, bicycle tours, cooking classes, and sailing while also visiting popular tourist sites. In addition to traveling, she enjoys spending time with her family and friends, cheering on her sons’ basketball and volleyball games, and playing USTA tennis.

Community Impact

Tricia is an active member of her community, with a strong commitment to education and philanthropy. She is currently serving on the Board of Directors for Santa Barbara Middle School and has also been a past Board Member and Treasurer for the Scholarship Foundation of Santa Barbara and CALM.

In addition, Tricia contributes annually 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.