A Partner’s Journey: Owning Success with Rick D. Gonzalez | Mergers & Acquisitions at Mission Wealth
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A Partner's Journey: Owning Success with Rick D. Gonzalez | Mergers & Acquisitions at Mission Wealth
Show Transcript
I had just started at a competing firm was there for about 6 months and a friend of mine called me and like Hey I just met with this great firm in Santa Barbara I think you should call them so I did met with Brad Seth and Matt and they were just really looking to expand the Los Angeles region so I was the third person to come along I was really excited about it cuz this is a big region uh so I had a really nice opportunity to join the transition into business development was an interesting one and it really came down to a dialogue with with Brad Stark Brad in his Infamous wisdom way sat down he asked me one question you want to take this on and help the firm you know I thought about it overnight and I said sure why not if I have any hesitancy that means it’s something that I’m probably not comfortable doing so I thought why not I got him behind me supporting me in general The Firm does that anyway so I figure what better place to try that than here at missionwell yeah I’ve been with the firm for 10 years and there’s a lot of changes first thing comes to mind is operationally the execution that we have
from an operational perspective is amazing right the speed the accuracy the amount of organization and synchronization amongst the operation teams is phenomenal right now the other thing that I think is really different is our total offering the state planning tax prep filing really getting into the strategy and complex situations with people of wealth so the culture is one of inclusivity you can provide your opinion your feedback your thoughts you get validated the fact that you know the executive committee will sit down and listen to a proposal there’s that phrase you know sell your cleverness and purchase bewilderment well everyone in the committee really practices that so the ability to really come here make a difference have an impact be validated really makes us work harder and really want to contribute to the firm more and to our clients even more I just feel blessed to be here there’s a lot that can be done and we are provided the opportunity to do it so anything else is really up to [Music]
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In this video, Partner and Senior Wealth Advisor Rick D. Gonzalez shares his journey to partner as he joined the firm to expand our presence in the Los Angeles region. From that initial decision to embracing change and nurturing a culture of inclusivity, Rick explores the key moments that have shaped his path to success.
To learn more about our mergers and acquisitions or future partnership opportunities, visit missionwealth.com/opportunity.
Founded in 2000, Mission Wealth is a premier wealth and investment management firm. The firm is headquartered in Santa Barbara, CA, and has office locations nationwide to better serve clients. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate and trust services, asset protection, philanthropic and charitable giving, tax planning, retirement planning, and inspired living.
For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
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Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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