Mission Wealth Named #1 Company to Watch for 2023

In
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by Seth Streeter
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May 26, 2023
PCBT Best Places to Work 2023 Mission Wealth

Mission Wealth has been named to the Pacific Coast Business Times list of the Central Coast Best Places to Work for 2023. The list is the result of a wide-ranging and comprehensive measurement of Ventura, Santa Barbara, and San Luis Obispo companies that have created exceptional workplaces and company cultures.

Since being integrated into the Business Times’ special reports lineup five years ago, Central Coast Best Places to Work has quickly turned into one of the most popular publications on their editorial calendar. They have put together an approachable survey to collect nominations and determine the region’s best employers. Only individuals employed by the organization and based in the region may submit, and employees are limited to one survey submission.

At Mission Wealth, we believe our culture comes before everything else. We know that investing in our people is also an investment in our clients, and an investment in our clients is also an investment in our community. We cherish our team members and strive to create an environment where everyone can flourish.

“Our passion for cultivating an incredible team culture and providing proactive planning, robust investment solutions, and caring service for our clients fuels our growth at Mission Wealth,” said Chief Impact Officer Seth Streeter. “We are building a unique national brand that promotes financial success and life fulfillment.”

At Mission Wealth, caring is one of our leading core values. Thus, diversity, equity, and inclusion are foundational pillars of who we are and what we stand for. We celebrate varied perspectives and backgrounds, knowing this is a strength that sparks creativity and innovation to thrive in an increasingly diverse world. Our firm promotes an equal opportunity environment, with a widespread representation of various races, gender identities, religions, sexual orientations, and other diverse communities. Our Mission is to help people live their best life™. Mission Wealth is committed to continually strengthening our company culture through diversity and inclusion programs in both our work environment and the extended communities we serve.

Additionally, Mission Wealth partners with numerous nonprofits to champion volunteer efforts and philanthropic support to amplify our diversity and inclusion impact.

Mission Wealth also champions volunteer efforts and philanthropic support to amplify our diversity and inclusion impact. We have continued to considerably increase our community support dollars towards nonprofit sponsorships and partnerships throughout the country. We have been proud to support nearly 100 local, national, and international nonprofit organizations in the last year. Not only do we choose to support the organizations that our clients are intimately involved with, but we also support each team member’s community involvement. Each employee is encouraged by the firm to get involved or give back in their own way; many sit on boards, volunteer, or participate in committees.

One of our missions as a company is to help alleviate our clients’ concerns about money so that they can use their gifts, resources, and connections to create a greater impact in the world. Mission Wealth is focused on educating clients about how to increase their philanthropic impact and make giving more meaningful in their own lives. Through life planning, we help clients identify and realize their dreams. We make an impact by empowering people to make educated and informed decisions and deliver peace of mind and security so clients can focus on what is important in life.

To learn more about our team, click here.

About Pacific Coast Business Times

Pacific Coast Business Times is the weekly business journal of record serving Santa Barbara, Ventura, and San Luis Obispo counties.

Pacific Coast Business Times produces numerous awards events each year, including Spirit of Small Business, Top 50 Women in Business, Central Coast Best Places to Work, Business Hall of Fame, Latino Business Awards, Fastest Growing Companies, 40 Under 40, and Central Coast Innovation Awards. 

To be eligible for this ranking, employees are asked, but not required, to complete a short, anonymous employee engagement survey on the Pacific Coast Business Times website. Based on responses to the survey, the PCBT ranks the highest-scoring small and large organizations in the region based on score and percentage of employees responding in that specific year. Multiple nominations needs to be made in order to be eligible for this list. There is no fee to be included on the list.

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Guidance For Your Full Financial Journey

Through our comprehensive platform and expertise, Mission Wealth can guide you through all of life's events, including retirement, investment planning, family planning, and more. You will face many financial decisions. Let us guide you through your options and create a plan.

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. We are fiduciaries, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.

To meet with a Mission Wealth financial advisor, contact us today at (805) 882-2360.

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