Year-end Tax Insights!

Zanah Shoaibi

"I enjoy traveling to different countries and participating in thrill seeking activities. On my downtime I enjoy cooking for my loved ones."
Zanah is an Onboarding Specialist, helping train and assist new team members.
Learn About Zanah Shoaibi
Professional Background
Zanah has worked as a mental health therapist, a recruiter, and a human resource coordinator. Zanah has primarily worked in financial institutions, including wealth management and accounting firms.
Personal Pursuits
Zanah is passionate about enjoying the small moments with her family and dog, as well as celebrating any small achievements. She is passionate about making any environment she is in comfortable and accepting.
Community Impact
Zanah has volunteered at various food banks because she believes nobody should ever go hungry. Zanah has funded multiple water wells in developing countries as a part of her commitment to global access to clean water.

Market Perspectives Q2 2026
Explore our latest market update as resilient economic growth, strong corporate earnings, and evolving Fed expectations shape opportunities across stocks, bonds, and global markets.
How Effective is the “Sell in May” Strategy for High-Net-Worth Investors?
What should investors do before summer market volatility? Learn how retirees and high-net-worth families can prepare through liquidity planning, portfolio rebalancing, and tax-aware investment strategies.
How Can Affluent Families Balance Summer Lifestyle Spending With Long-Term Wealth Planning?
High-net-worth families often struggle balancing lifestyle spending with long-term financial planning. Learn how intentional cash flow strategies can help families enjoy wealth confidently while staying aligned with long-term goals.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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