Out and About – Volume 41

In Firm Announcements by Mission Wealth


Fairview Gardens Farm to Table Dinner
Mission Wealth was proud to be a Strawberry Fields sponsor for the Fairview Gardens Farm to Table Dinner. This year it wasn't rained out! We got to spend an enchanted evening on the farm enjoying a delicious local menu crafted by Chef Rachel Main and wine pairing by Fess Parker Winery.

Spirit of Entrepreneurship Awards
Dannell Stuart and Jenna Rogers attended the Spirit of Entrepreneurship Foundation's SOE Awards earlier this month.This is the 4th year that Mission Wealth has sponsored this amazing event that recognizes the contribution of outstanding women entrepreneurs in Santa Barbara County.

Jenna was happy to share that she left the event feeling “completely inspired after being surrounded by hundreds of creative, hardworking, and successful women who have not only made it themselves, but have also done so much good for our community.”

In the News
Our CEO Seth Streeter was interviewed in Financial Advisor IQ, discussing divorce planning and how valuing one client’s intellectual capital made more of a difference than drawing up a financial plan.

Financial Advisor IQ: Value Your Clients' Non-Financial Assets Too

Client Advisor Jenna Rogers has been quoted as an expert in a number of online publications recently. Here are a few of them:

Classpass.com: How to Build a Financial Future in Your 20s

Self.com: 8 Apps for Following a Budget

Realtor.com: 5 Ways to Tap Your Home Equity to Live Well in Retirement