Learn About Will Foley
Professional Background
Will Foley's diverse background in customer service within the financial industry and beyond provides him with a unique set of skills that can be applied to financial planning. His experience working in different locations for firms such as Empirical Wealth Management, Edward Jones, and Charles Schwab has exposed him to a variety of financial situations and challenges faced by clients, allowing him to develop a more holistic approach to financial planning. Additionally, his time spent as a deck hand in Alaska demonstrates his ability to adapt to different environments and work under pressure, qualities that are also valuable in the financial industry.
Will received his Bachelor of Science in Business Administration with a concentration in Finance and Marketing and an MBA with a concentration in Finance from Gonzaga University. In 2022, Will also achieved his CERTIFIED FINANCIAL PLANNER™ designation.
Personal Pursuits
Will Foley, a Seattle resident, has a passion for exploring new destinations and has lived in various coastal locations. Hailing from Gig Harbor, Washington, Will's love for travel has taken him to both national and international destinations. He has a particular interest in fishing and has previously worked as a deck hand on a salmon fishing boat in Alaska. When he's not on the water, he enjoys competing in beach volleyball tournaments. As a sports enthusiast, Will is a keen supporter of Gonzaga basketball and enjoys watching games or attending them whenever he can.
Community Impact
As a part of his volunteer time off (VTO) benefits at Mission Wealth, Will volunteers his time at the Fish Food Bank in Gig Harbor.
I have been working with Mission Wealth for two years and have been very pleased with the customer service and support.
My financial advisor Will Foley is incredibly knowledgeable, very organized, and very responsive! I appreciate that he takes the time to get to know his clients and really understand their goals. I highly recommend working with Will - he is someone I have complete trust in and know he always has my best interests in mind.
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.