Roth Conversions: Huge Tax Savings or Hidden Retirement Risk?

My financial advisor has been Kristen Taylor since I began my adventure with Fidelity back in 2019. She’s answered, cheerfully, every question I’ve had during this journey and given me helpful advice which I’ve mostly taken. I quit enjoy interacting with her. Hi Kristen!

I have been with MW since 2022. Jorie Pitt has been my main contact/advisor for this time. She is smart, wise, knowledgeable, professional, while being very personable. These characteristics make for a great relationship. My returns have been great. I have every confidence in MW about both their management of our funds and about all the people that I am in contact with. Their input is very important to me in my retirement. I am very grateful that I am with MW.

Always rewarding and informative.

We have enjoyed working with Shinaola and Emilija our financial planning and charitable, giving options. They have been very communicative giving clear advice for us to manage our investments as well as recent additions from our inheritance.

I have 3 years working with Mission Wealth and it has been a very pleasant experience. Shinaola Atoro has been providing personalized financial support, assisting me on creating and implementing a sound strategy for my retirement. Responses to my requests are promptly received. Financial knowledge and communication style are such that have allowed for the development of a beneficial and pleasant business relationship. Based on the above experience, I recommended Mission Wealth to my father in-law, and after the corresponding exploratory conversations, introductory meetings and corresponding financial analysis, my father in-law also started working with Mission Wealth. No one solution fits all needs, but I can attest it is worth to have a conversation with Mission Wealth, explore the services they provide and make your own decision

Wes has been fantastic since the get-go. He always shows up prepared and ready to go, will check in if it's been a while. He'll follow up if I've dropped the ball or forgotten something. He's been great about being in touch with *other* people he has nothing to do with, but are tied into my finances, and relaying info back and forth that can get complicated and probably beyond his job description. If that guy ever has a bad day, I wouldn't know about it. He brings nothing less than positive energy and full attention at every meeting or last minute reach out--like the time I almost got stuck in Costa Rica. He has helped me with issues ranging from very basic transfers to complex and larger financial understanding. He's consistently available and has gotten to know me, from there tailoring advice and guidance to my own financial goals while steering me on the right path. I trust him and am happy he's working with me Wouldn't wish for different advisor!

We have been working with Mission Wealth over 11 years, starting in 2015, as part of our retirement planning process. Stephanie Bruno and her team, including Scott Ranby, have provided us with excellent customer service and a very successful retirement planning. We are enjoying our retirement, thanks to their impressive experience, care, and professionalism. Great job!

My journey with Mission Wealth has been very positive, both in terms of how they have handled my account and the people there that I have dealt with over time. They have my highest recommendation.

The support and guidance from Mission Wealth is exactly what I've been looking for! Polly Hamm captures as well as understands all of our goals and expectations. The building blocks are there and Mission Wealth team has the expertise, knowledge, and vision to ensure the growth.

We are very happy with our relationship with Mission Wealth ! Our Advisor Nate is a smart, personable professional who is very knowledgeable and has a very comfortable demeanor in discussing our financials or trends in the economy. Mission has done a great job with appreciation of our assets and has a lot of credibility with us.

Nathaniel Dodd has been extremely helpful, informative, and active in keeping our account with Mission Wealth valuable to us. We want to extend our congratulations to him for all he has done

Everyone at Mission Wealth has helped my family with our financial and estate planning. They are so knowledgeable and great at explaining exactly what they are doing and why.

My portfolio has performed well, but it is not only that. Byron has proven very knowledgeable, thorough, and proactive. Even though I am sure my portfolio is relatively small, there is no sense of lack of attention, or being rushed through meetings. I don't always follow it, but his advice seems excellent. I am a very happy customer so far.

Excellent advice and help from Michael Baumeister on a IRS tax problem which he solved.

We could not be happier with the work that Jorie and Mission Wealth have done for us. After 10 years, she has become part of our extended family. Security and confidence is what we were looking for and we couldn’t imagine being with anyone else.

Jorie Pitt is very professional, knowledgeable and responds to questions and needs quickly. Mission Wealth’s partners in Medicare and Cybersecurity differentiates their value over many others. The webinars they sponsor for investment options, updates, cybersecurity, AI etc. are beneficial and assuring.

Griffin Kent has done an excellent job for myself and my husband. Since joining Mission Wealth, we have had excellent communication. We have been retired since 2021, and with the economy, we worry if we will have enough money to last during our retirement years. Being with Griffin, he has shown us a plan for how we can live in retirement without worrying about our money. We appreciate everything Griffin does for us and have told others about Mission Wealth. Thank you again, Griffin, for all the time you spend with us, showing us what your company can do for us as clients of Mission Wealth.

Daniele has truly become my right hand person when it comes to my finances. She is always there to guide me, answer my questions, and help me feel confident about the decisions I'm making. I really value her knowledge, patience, and the genuine care she puts into helping me. It gives me so much peace of mind knowing I have someone I trust looking out for me. I'm incredibly appreciative of everything she does and would highly recommend her! She's simply the best!

I'd like to record a few words in favor of Ms. Daniele Beasley. Daniele has been my investor and financial representative for about two years. We meet every few months. She is always well prepared in reviewing my portfolio. She is very knowledgeable about investments, explains things well and answers my many questions in ways I can understand. Under her guidance my investments have grown handsomely. Given the global economy and stock market rise over that time, she readily acknowledges, of course, that she is not solely responsible for the growth. No matter; it is reassuring and a pleasure to see her work for me. I look forward to her continued guidance over the next few years.

We've been with Brown Wealth, now Mission Wealth, for over 10 years. We built a solid plan covering goals, investments, insurance, estate planning, and taxes. We have monitored progress on a routine basis. Tim Brown has been very reliable and responsive to all emails and calls. I couldn't ask for more. We are meeting all of our goals!

David and I had a lovely evening! We greatly enjoyed the food, having had to request gf, it was delicious and appreciated. We enjoyed visiting with a few other of clients too. Thank you so much for another special evening on the lake. I wouldn't change a thing!

Tim and Polly have our best interests at heart. They carefully explain the options for our investments so we can understand. The performance is great, we can rest easily and know that our funds will grow and we will be ok in retirement.

Always a pleasure doing business with you.

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

We have great trust in Shinaola. He knows us and our financial situation perfectly. He answers questions always correctly. If something needs research he gets back to us quickly. We value his advice and he is so pleasant to work with.

These folks are awesome and have helped us so much.

I really appreciate Jacob's supportive and client-first approach. He listens attentively to my concerns and takes a holistic view of my portfolio rather than looking at things in isolation. Whether addressing a specific worry or planning for the long term, he works through issues with me, clearly explains his thoughts and offers well-thought-out recommendations. He’s easy to work with, understands my portfolio goals, and gives me confidence and peace of mind.

Before any talks of financials occurred, Jonathon took the time investing in building a relationship with my family. To fully understand what we wanted our future to be with our finances. It's not uncommon for us not to receive a text or a call asking how everyone is doing along with updates with the market. Thank you very much, Jonathon

Mission Wealth has provided me with a solid financial investment plan that aligns with my goals and objectives. Their financial plan is what stood out compared to other investment firms. My wealth advisor, Byron Valles and his team have provided tax strategy planning, estate planning and portfolio rebalancing to progressively align with that plan and my goals. Byron has also been a great resource to review and discuss real estate investment options I was considering. I know my portfolio would not be as diversified as it is now had I chose to go at it on my own. I have peace of mind knowing that Byron Valles and the Mission Wealth team are looking out for my best financial interest. Chosing Mission Wealth and working with Byron Valles has truly been a value added financial decision and I highly recommend them

We just can not believe how fortunate we are to have Ethan C. in our financial corner!!! Over the years we have worked with Ethan, he has continued to impress us with his steady financial guidance.Our early retirement would not have been possible without Ethan. We know without a doubt that our financial picture would have been pretty dismal without him. Our only complaint since we retired and moved to our family farm in the Midwest is that we are too far away to meet him for a meal. Ethan is a continuous blessing to us.

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Professional, honest and informative

Peter and Sara are a responsive and thoughtful team who I trust have my and my family's interest at heart.

Jacob Mortenson has been absolutely wonderful in helping us accumulate wealth in our portfolios. Thanks Jacob for all your help and knowledge. You’re the very best!

Wes Patton has consistently delivered excellent counsel, strategic direction, and personal investment structure. He is responsive in a very timely manner and does an excellent job at coordinating with my family and tax advisors.

My wife and I have worked closely with Mark for a little over a year. During this time he has proven his value to us as an extremely competent and committed advisor. There have been multiple occasions where he has advised and helped guide us in matters relating to our portfolio and decisions, many about which we were not informed. We have exchanged multiple emails, texts, Zoom calls and personal visits. We are extremely grateful and appreciative for all his superb guidance and anticipate many more years of our partnership.

Pete has been part of my family’s financial success for approximately the last 10 years. He is professional but also is kind and understanding. He is a valued asset to our family.

Today, Jeff and I had a review of my accounts managed by Mission Wealth. Jeff was informative in helping me to understand my portfolio. He followed up immediately with my CPA with questions about my 2025 and 2026 tax returns. Throughout the year Jeff has been responsive to my financial issues. He is a delight to work with.

Our opinionated, skeptical family agrees that Jeremy Ragar is a valued advisor and highly deserving of his partnership. We truly appreciate his guidance and hope to continue working with him for years to come.

I'm 91 yrs old and I have been in business most of my life. It is a pleasure doing business with Jeremy. He is always helpful, honest, efficient and a pleasure to work with. I look forward to continuing doing business with him.

I retired a year ago from a 40+ year career in engineering and management. I’m naturally very detailed and because of that characteristics it takes a lot for me to build trust in someone, especially with someone who will manage all my investments and guide me in future financial decisions. After 6 months of searching for the right firm, I decided that Fidelity/Mission Wealth was the right choice to help me manage my estate. During my initial six months with Mission Wealth I have worked closely with Griffin Kent and I must say that my experience has been much better than expected. Griffin has been extremely easy to work with and has been proactive in making suggestions that have resulted in positive results for my overall portfolio. My gut tells me that this good working relationship will continue for many years in the future, and I would highly recommend Mission Wealth to anyone who needs expert guidance in developing and ensuring a strong financial future.

Excellent portfolio management, quick response time and communication. Mercifully free of industry jargon, attitude and impatience. Joey Khoury is superb.

We learned about Mission Wealth at a presentation by Schwab located in Indian Wells, CA. Trying to recover from the'07,'08,'09 debacle my wife and I were interested in what we heard and over the following couple of years we moved my IRA and Marilyn's investment account to Schwab under the direction of Rick Gonzalez. We are very pleased with the results and services provided. We are so confident in the services provided, we have made Mission Wealth the financial manager of our invested assets in the event of our death or incapacitation. Our Executors are in agreement and welcome the services Mission Wealth can provide.

As a 90 year old widow and client of Jeff Avila since 2018, I wish to convey my appreciation to Jeff and to his team at Mission Wealth for the guidance and support sincerely given to me. At my meeting with him today I felt informed and comforted that my financial health is in competent hands.

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

I highly recommend Shane Holt as a wealth advisor. He has been instrumental in helping me clarify and achieve my financial goals, from building long-term wealth to thoughtfully planning for retirement. Shane is consistently thorough, strategic, and attentive in his approach, ensuring that every recommendation is tailored to my personal financial situation and objectives. What sets Shane apart is his ability to make complex financial topics clear and actionable. He takes the time to explain his guidance in a way that builds real understanding and confidence in decision-making. I always feel informed and supported when working with him. Shane is also a great listener and a pleasure to work with. He brings a personable, calm, and approachable style to what can often be a stressful subject, making financial planning feel much more manageable and even enjoyable! I have great trust in Shane Holt and in Mission Wealth. I am genuinely grateful for his guidance and partnership.

I thought I knew a thing or two about investing, but had an inkling that I had made missteps when my portfolio was pummeled in 2022 by inflation shock. In Mission Wealth (MW) I found a team that shared my investing philosophy, including buying and holding low cost mutual funds over individual investments. I liked that they didn’t over-promise, emphasizing long term discipline. MW diversified my portfolio much more fully than I had ever conceived. The incorporated my biases to a point without compromising their vision and that has benefited me greatly. Their recommendations have proven to be crucial - liquidating my company stock, investing internationally and incorporating private investments. My portfolio is less risky than before w/o overweighting bond funds. My team is headed by Steph Bruno, and she has been outstanding to work with - very responsive to me and patient with my anxieties. I could not be happier with my wealth manager. Also, their online portal is wonderful.

I have been with Mission Wealth since August 2025. During this time I have received great care and advice concerning my financial matters. From handling my complicated taxes, to helping me to get great insurance quotes,I am well looked after. A big thank you to Robert Himmelman and his team at Mission Wealth for taking good care of my finances.

We have had a very positive experience with Mission Wealth. Our Senior Wealth Advisor, Peter Ahrens, is very thorough and patiently answered questions we had in a very clear and concise manner throughout our portfolio review. Also, providing the necessary information needed for making any portfolio investment decisions

Mark Herman has been great to deal with. He has done a fantastic job managing our finances but has also given us great guidance in many other areas such as estate planning, 529 setup, effective tax strategies etc. I highly recommend MW and Mark.

We would like to give a shout out to Steve Caltagirone! Steve has been there for us for many years now and we constantly feel so well taken care of! He responds to any and all questions and requests immediately even when he's on vacation which is so above and beyond! He also gives us the peace of mind that our financial health is excellent and that is a huge load off our backs and minds!! We can't imagine anyone else we would rather go through this stage of our lives with than Steve!!! Thanks for being there for us Steve!!! Mission Wealth is very lucky to have you and so are we!

he answered all of my questions and got back to me promptly much appreciated

Everytime I need something or have a question or concern Mark Herman is right on it and I appreciate that in this day and age. Love working with him.

I've known Scott Ranby for nearly 8 months now. Scott is courteous and is always quick to answer questions posted. Looking forward to continue building strong relationship with Scott.

We remain very grateful for Rick Gonzalez's sage advice regarding our investment portfolio and feel very fortunate to have him as our financial advisor.

Although my son and I have only recently begun working with Josh Vaughan, we have been pleased at his knowledgeable presentations and his ability to communicate effectively during this process. We are looking forward to working with Josh far into the future.

I’ve been working with Peter a few years. Peter is honest, responsive, and always provides innovative ways for me to grow my investments. I like that I have an opinion on how my accounts are set up but I have Peter’s insight and expertise to help me with my decisions. It feels like a team effort! I’ve been very happy with Mission Wealth.

I felt that the time we spent addressing not only the current issues, but future possibilities was very helpful. You have done a very good job of managing my funds.

Our advisor, Lisa Murphy, is outstanding! Her meticulous preparation and attention to detail in our financial planning and asset management have far exceeded our expectations. In addition to being highly skilled and professional, she is warm, caring, and a joy to work with. Thank you for all that you do!

Daniele Beasley and the team at Mission Wealth have been outstanding to work with. Daniele has done an excellent job balancing professionalism, knowledge, and patience while helping manage both my investments and my family’s finances. What I appreciate most is her ability to give thoughtful guidance while still making us feel heard and respected. She never pushes — she educates, advises, and helps navigate decisions in a way that builds trust and confidence. Since working with Mission Wealth, I’ve been very happy with the performance of my investments and the overall experience. Daniele has been responsive, knowledgeable, and genuinely great to work with throughout the process. I highly recommend Daniele and Mission Wealth to anyone looking for a financial advisor who combines strong results with excellent personal service.

Will has been my Financial Advisor for the past four or five years. Maybe longer? For many years of my life I’ve struggled with having a Financial Planner (I’m as frugal as my father!). But the truth is, I don’t understand the markets, I don’t follow my finances as closely as I probably should and I find quite a bit of it confusing. It’s so very nice to have the peace of mind I get having Will as my Financial Advisor. If I have a question about anything at all. Whether it’s annoying mail I don’t understand, anxiety over my retirement, anxiety over whether I’m saving enough or understanding how to get information when I need it, Will is always there to help me answer questions and give me the peace of mind that helps me sleep better at night. One such meeting came up recently. After talking with Will I’m walking away with a sense of calm in my gut that hadn’t existed for weeks before. I appreciate his continued support, mkt intel and ability to put me at at ease. ♥️

Thank you for a great day and financial program. You and Leah did a wonderful job. Diana and I are very pleased with the handling of our funds. If anyone is looking into investmenting, I recommend Mission Wealth. They are very professional and dedicated to your growth in the market.

Nathaniel Dodd is an outstanding financial advisor. He'd a professional in all ways, from client service to investment management. We are so thankful to have Nathaniel as our advisor. In fact everyone at Mission Wealth, Scottsdale have been outstanding. Thank you.

I feel that I am in the best of hands with Andrew at the helm of my money. He is always willing to explain anything in layman’s terms for me . I am so grateful for all that he and everyone on the team does for me .

My team from Mission Wealth, Shinaola Atoro and Emilija Ilic, are a pleasure to engage with on my financial planning. Shinaola has been exceptionally focused on understanding my goals and aligning our planning accordingly. He has provided insightful direction, and I have a high degree of confidence in the work they both perform on my behalf.

Working with Jorie Pitt and your company has been an outstanding experience. Jorie is smart, dedicated and extremely caring. She and her team have allowed us to full fill our dreams!

Jacob Mortensen and his team came within $100 of complete accuracy when estimating our 2025 taxes and our accountants were impressed with the thorough files we were able to give them. Good job Jacob & MW!

We had our annual financial review with Kristi this afternoon and need to rave about her abilities and her personability! She has managed our Mission Wealth account for 4 years now and done very well increasing our funds and diversifying them against market changes. We are both retired and have continually changing needs. Kristi is super responsive to our needs and her models are great for explaining how to meet them. It is such a comfort to have her on our team.

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

I was hesitant to roll my 401-k account to a self directed IRA. My returns were “OK”, but not great. Even with an online investment advice service available to me, I didn’t feel an automated service could really know me, as an individual. I finally decided to transfer my 401-k account to Mission Wealth after “interviewing” MW and one other organization and I’m sorry I waited so long to do so. I am fortunate to have Jeremy Ragar as my advisor and I’m more than pleased with his expertise, professionalism, and his responsiveness via email or phone. I am confident that I made the right decision. For me, I know that managing my portfolio is not something I have the time nor the expertise to do on my own and I trust MW, as a fiduciary who understands my priorities and risk tolerance, to make those recommendations.

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

We always appreciate the time Wes takes to explain everything clearly and make sure all of our questions are answered. Wes also always takes the time to understand our financial goals and needs. Wes and Eric are quick to respond to any questions we have, and we really enjoy working with them.

Peter at Mission Wealth continues to do a great job of managing our retirement portfolio since I retired in 2021. We hold periodic Zoom sessions to review portfolio performance and update our financial plan as our needs change. These sessions instill confidence that our portfolio will remain resilient for the long term. Peter always takes the time to listen to our future goals and what-if scenarios, and he runs them through financial simulations so we know how these might impact our portfolio over the long haul. I often take our conversations off track with various world events and finance questions as they pop into my head, but it never fazes him. He is always patient as he explains things and then gets our meeting back on track. Peter is my main point of contact, and he's very responsive to my emails and calls, as is the entire Mission Wealth team to whom he might delegate tactical tasks.

Shinaola is so good. Always there for us with concern and the right answers to all questions. We trust what he says and does. He for us is the journey at Mission Wealth.

We have been with Mission wealth and our advisor, Jeff Avila, for about five years now. It has probably been the smoothest five years we have ever had as far as our investment and the personal contact that we have had with our advisor. Our investments have performed admirably, and we very pleased with the overall performance. I believe any major investment firm has great tools to help their investors and clients, but the individualized support and personal connection. The mission wealth builds with its clients is definitely the game changer. If I ever have a question, it is answered the same day or early the next morning, and it has done so professionally that I am always in amazement of how much care is taken towards me. I feel valued, and that is a very comforting feeling for a client to have. I cannot express my gratitude towards Jeff or Mission wealth enough, and I would recommend them, as I have, to all my friends and anyone that would listen.

My representative, Daniele Beasley couldn't be more accommodating and informative. She is definitely a keeper.

We joined Mission Wealth in June 2025 after the recommendation from our Fidelity Advisor. We met with several wealth advisors she had set up and Jon DeMoss was the most prepared and knowledgeable. He presented the history of Mission Wealth and the services they can provide very well. He had a detailed portfolio put together on how he can help grow our retirement and plan for the future. Jon's professional knowledge, hard working attitude, and loyalty has proven his creditability. It has been a pleasure working with Jon these past 8 months.

When I was introduced to Mission Wealth approximately 4 years ago, I was impressed with their presentation and especially with Lisa Murphy. Fortunately I was assigned as her Client. Lisa is an absolute pleasure to work with; she is knowledgeable, upbeat and someone I enjoy talking with. She has done a great job managing my portfolio as evidenced by the positive returns. She has a good working relationship with my Accountant. But most importantly she has my complete trust! I’m 100% confident she is working with my best interest in mind. I also appreciate that she is available if I have a question or need something. Overall I really appreciate having the opportunity to work with Lisa, people of her caliber aren’t that easy to find! A final note, it speaks well of Mission Wealth that she was promoted to Partner this year.

My wife and I joined up with Mission Wealth as our financial advisor about 10 years ago. In that time, MW evolved our investments to an endowment model, namely away from equities in the market to cash flow certainty to support spending needs in retirement. We couldn’t be happier with the professionalism of the firm and notably the team assigned to us. We have the utmost confidence and trust in our relationship. The team we have in Brian, Rory and Oliver are there for us every day and always have our best interests in mind. They are very responsive, provide great insight when we get anxious, eager to understand goals for retirement and adapt to key events in our life. We expect to work together for a very long time and know they will take care of my wife when I’m no longer around.

We feel lucky to have Wes Patton as our financial advisor. Always prompt with answers to our questions year round and always patient with us. Thank-you Wes !

Nate is thorough and professional

Who has your back? To whom do you entrust your life or your wealth? Who will walk with you through swift-passing years and turbulent worlds? Surely, they must have the talent, training, and skill to do the job. But it takes more than competence; you need someone who engages with you, understands you and your needs, and will wisely, diligently find solutions to serve you. Pro forma solutions don’t cut it; what works for a thousand others might not work for you; the best solution considers not only nuts and bolts, but intangibles like risk, emotion, hopes, and fears. The role is as much sage, counselor, and friend as it is financial advisor, and that is how Claudia has blended into our lives for so many years. Whatever AI or mere technical skill may bring to financial management, it cannot ever replicate the human, humane, consummately professional guidance that Claudia has brought to us.

Mission Wealth and staff have been my Financial Advisors for decades, well into my retirement. Led by the thoughtful, professional and personal attention of Tricia Fahnoe in the Santa Barbara Office, my wife and I have been grateful for the decades of positive results of our association and journey. Tricia, especially, takes personal interest in the success of her clients. I highly recommend Tricia Fahnoe and her associate on the team, Austin Roberts, as well as the Mission Wealth company, for long term, steady, planned financial goals achievement.

Dear Julianna, I wanted to take a moment to express my sincere gratitude for the exceptional guidance you've provided. Your expertise, patience, and dedication have made an enormous difference in helping me build and fund a strong, reliable retirement IRA. Knowing that my future is on such solid footing brings me tremendous peace of mind, and that's entirely thanks to your thoughtful planning and consistent support. You've gone above and beyond at every step, and I truly appreciate the clarity and confidence you bring to what can otherwise feel overwhelming. Working with you has been one of the best financial decisions I've made. Thank you for being outstanding at what you do and for helping me secure a brighter future.

I have nothing but good things to say about my experience with Mission Wealth. Wes Patton is great to work with and I have total confidence in his work and that of his team. He understands my goals and values for my investments; he brings me interesting options for diversifying; and he always answers my questions thoughtfully - even the silly and naive ones.

Over the past three and half years of partnering with Mission Wealth, our Mission advisor, Wes Patton, and his support team, our portfolio results have exceeded our expectations and contributed to great confidence and trust in Mission’s role in our financial picture. We credit Wes with taking time to understand our goals, providing assurance that he could help us meet them, and with doing what he said he could. In our minds, this accomplishment was not guaranteed by a bull market but was the result of sound decision making and advice. Wes’s consummate knowledge and application of financial planning principles, his employment of the right mix of Mission’s financial instruments, and his ability to communicate market analysis and instruments with clarity, timeliness and honesty led to the winning formula. It is with peace of mind and great respect that we express the good fortune we feel in having found an extraordinarily capable and trustworthy financial advisor and partner.

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

We have been fortunate to work with Bryant and the Mission Wealth team since 2019 and they have provided amazing support and counsel that have helped us ensure that we continue to stay on track with our goals. Mission has provided us to a range of asset allocation and wealth management tools that have allowed us to customize our portfolio to meet our unique needs. We cannot speak highly enough of Bryant and his team for their insight, support, and guidance.

I switched to Mission Wealth three years ago after feeling very much like an afterthought at a very prestigious wealth management company headquartered in Chicago. The difference in care, attention, expertise has been night and day. Specifically, Jorie Pitt has guided my finances and has given me the financial intelligence to feel confident in my retirement. I am so happy with my decision and recommend Mission Wealth to anyone who is seeking the security of true financial management.

I am pleased with Mission. I got in their portfolio during a market turbulent time. With the help and guidance from Wes Patton the account recovered and has done well. His constant communication helped me better understand the strategy which has evolved and will continue to evolve in the future. Any questions on my behalf has always been responded to quickly. Wes is easy to work with and a great financial analyst.

I've been working with Mia Cattaneo for over a year and the experience has been wonderful. She is very skilled at financial planning and takes time to understand my unique requirements and behaviors. It's great knowing I have a trusted advisor with whom I can share questions and concerns about present and future financial questions. I've leveraged the estate planning services to set up our complete estate plan and look forward to modifying it with our upcoming move to New York state. The overall services and experiences have met or exceeded my expectations. Mission Wealth is more than a service, they are more like a partner.

I'm very happy that we moved to Mission Wealth to help us navigate into our retirement years. Their investment strategies and market insight have been everything I hoped. Jorie Pitt, our wealth management partner, has been the cornerstone to that success. In the past my wife didn't engage with previous financial planners, but agreed to come for 5 minutes of my first meeting with Mission Wealth. Jorie's personality, professionalism, and knowledge of our investments were incredible. My wife stayed for the entire meeting and now looks forward to them. In additional to top shelf wealth management services, Jorie and Mission Wealth have given me peace of mind knowing we made the right choice and are in good hands.

Mission Wealth listens and understands. My advisors are prepared, constructive, and I feel like they have always had my back. They encourage me to live a life of joy and to balance my happiness with prudence. I love the Mission Wealth seminars and special events. It helps me stay engaged with the firm. They have been with me through hard times and easy times.. I am grateful!

We appreciate the level of service in addition to Mission's investment expertise. We feel we have a plan that makes sense for our personal situation.

Mission Wealth has been extremely helpful in planning our retirement. Wes, our agent, is very good at explaining related topics, projections and market dynamics. Wes helps us feel confident with our retirement spending. The whole of the office staff have been of excellent character and knowledge.

Our overall experience with Mission Wealth has been excellent & extremely helpful. Ethan is very knowledgable and well informed regarding our investment goals. He is prepared at every meeting and keeps us informed of next steps and potential best financial options. We trust Ethan as an advisor and appreciate the overall guidance we have received from the Mission Wealth team. Thank you!

This firm is not about the sales pitch or boasting. They are about listening to their clients, having open and honest discussions about your money and goals and coming to the table with clear action plans, strategies and “what-if” scenarios. They don’t need to boast because the experience speaks for itself. No fluff, no cookie cutter plans just real good planning and strategizing to meet your goals. Highly recommend!

I have been working with Byron Valles for several years now, and I cannot recommend him highly enough! From our very first meeting, it was clear that he truly listens to my wife and I, taking the time to understand our financial goals and unique needs of our family. What sets him apart is his personalized approach; he doesn't just offer generic advice but tailors his guidance to our specific objectives and risk tolerance, which continue to evolve over time. Whether discussing retirement planning, investment strategies, or changes in market conditions, he ensures we feel informed and confident in our decisions. His commitment to our financial well-being has made him an invaluable partner in our journey.

Timely, personal, solid advice.

Over the past five years, my wife and I have been most impressed with the service and results achieved by Wes Patton and the Mission Wealth team. Wes excels at communication: cadence, responsiveness, and attention to our concerns. He clearly explains strategy and alternatives to ensure we are in agreement with the plan, and he is comfortable discussing options and potential outcomes as needed while staying focused on the risk level appropriate for our situation. I would highly recommend Wes and Mission Wealth.

Absolutely fantastic relationship. Our representative, Jeff Avila, has been top notch. We involve him in most consequential financial decisions and truly enjoy getting his input. His team has helped us through early retirements, annual taxes, medical care decisions, and retirement strategies. I honestly didn't think we could find such stellar service anywhere else.

Daniele Beasley is the most professional and personable advisor I’ve ever worked with. I sleep at night knowing she is managing my investments.

we transitioned to Mission Wealth in 9/25. It was a smooth transition, starting with the initial review of the the firms approach to portfolio management. Griffin Kent is the primary contact assigned to us & he has been wonderful to work with. He is articulate, communicates well & very responsive to any question we may have. Very pleased to have him as our representative and very happy we switched to Mission Wealth to manage our portfolio, along with assistance in setting up a Living Trust & income tax filing. We are very happy we made the decision to switch from our old firm to Mission Wealth

Shinaola and the team have been very thorough in answering our questions and have brought very good advice for improving out financials. Estate planning, social security, and taxes are some of the highlights.

Wes Patton and his team have provided me with tremendous leadership and innovative financial structures to assist my development of a strong financial position. He is consistently prompt, steady, exact, and very well spoken. His advice is measured, and has proved to be wise. Highly Recommend.

My five-year adventure with Mission Wealth has been positive, especially once Shinaola became my advisor. Shinaola's proactive approach, depth of knowledge, positive attitude, and genuine care for our well-being and financial success, provides me great peace-of-mind. Shinaola also offers tax planning, which I rely on. Being a person who lives by dotting all the i's and crossing all the t's, Shinaola's thorough approach, including tax planning, has successfully dotted all the i's, and crossed all the t's for me, without my having to do any heavy lifting. I trust Shinaola, and truly believe he wants the best for us and isn't just trying to make a buck. As for Mission Wealth, the options for alternative investments, steered me to initially choose your company over others solely focused exclusively on traditional stock and bond options. Although I don't have a comparison of how our assets would have fared had we chosen other options, I'm confident Mission Wealth was a wise choice.

Fidelity suggested that we engage with a independent financial advisor. We interviewed several, and by far the most professional was Mission Wealth. Since we joined the Mission Wealth family we have had Wes Patton as our advisor and we couldn't have been happier with our decision. He is the consummate professional. The suggestions that he has made have increased our portfolio value beyond what Fidelity could offer, and the access to funds beyond the ones offered by Fidelity have consistently been winners. Wes is so easy to work with and we actually look forward to our portfolio reviews with him. The reviews are thorough and we spend time looking at options and we never feel any pressure in these meetings. We enjoy using the Mission Wealth tools to set up multiple scenarios, and review how these can meet our long term goals. Beyond portfolio management, we have also been very happy with the additional services Mission Wealth offer. Wes is knowledgeable, approachable and I recommend him.

A few words about the excellent job that Wes Patton has been doing in his communications. I was in a client service industry (private practice of law) before retirement, and responsiveness was one of the most important aspects of our client service goals. I know and appreciate good client responsiveness when I see it, and Wes has been very impressive in this regard. Even on questions I have with no particular time fuse, Wes always responds in a very timely way, and with very comprehensive and thoughtful insights. Gold star!

We are extremely happy with our relationship with Mission Wealth and in particular with our advisor Shinaola Atoro! Shinaola is more like a friend to us rather than a financial advisor. We trust him very much!

I have had the pleasure of working with Mission Wealth for the past year and they have exceeded all expectations. Peter Ahrens and his team have handled my financial planning with grace and expertise, all while patiently answering my multitude of questions, without judgement. I can’t recommend Peter and Mission Wealth enough for any type of personal financial planning, no matter your goals. You will sleep better at night knowing that this is your team!

I started to work with Byron when he was at a prior company several years ago and have been so thrilled with him that my family has continued to utilize his services at Mission Wealth. Byron has always been there for my family to provide financial guidance and solutions that every growing family should know (i.e. how to plan for our children's investments and how to plan for a home purchase). Byron stands out among a large crowd of financial specialists because he takes the time to learn about his clients needs and desires, explain financial concepts that may seem daunting, and genuinely demonstrate a level of care that only a family member would provide.

Bryant was exceptional.He has helped us through some complex financial decisions. He always gets back to me quickly and provides great advice.

Working with Scott Ranby is a delightful experience in an often confusing world for me. He is patient, willing to answer any questions, and very competent. Honestly, I cannot emphasize enough the combination of the quality and competency of his service along with his gentle and kind personality. The best Financial Advisor we have ever experienced.

Although we are just starting with Cray and Mission Wealth, we have been very impressed with their professionalism and attention to our needs and questions. We highly recommend them.

Jorie has been a blessing to us. She is so helpful and knowledgeable.

First I would like to congratulate Lisa on becoming a partner. After working with Lisa on preparing a portfolio for me I feel very confident that my money is invested in the best place it can be. Thank you

Mission Wealth has been exceptional in every way. Our family has entrusted Mission Wealth with a complex, multi-generational investment portfolio, and I cannot say enough about the care, intelligence, and integrity they bring to their work. They have done an outstanding job growing our wealth while also generating substantial, reliable dividend income that actively supports our family. What sets Mission Wealth apart is their ability to balance long-term strategy with real-world needs. Their approach is thoughtful, disciplined, and clearly intentional — focused not just on market performance, but on sustainability, income, and stewardship. Even during periods of market uncertainty, they communicate clearly, explain the “why” behind decisions, and make sure we feel informed and confident. Their team is responsive, patient, and genuinely invested in our success. It’s rare to find a firm that combines this level of professionalism with such a strong sense of partnership and trust.

Shinaola is great. He is very knowledgeable about various investment options and how they fit our goals. He is very responsive to us and any answers all questions or concerns that we have. He follows through on issues and manages our accounts very well. We have confidence and trust in him.

My husband and I have the most wonderful financial adviser at Mission Wealth, Daniele Beasley, who has created for us an amazing sense of being the most important client she has and where we feel we are getting the most special treatment. She has intended not to take on too many clients in order to be able to give each one her undivided attention. What luck that we found her. Thank you Daniele.

Ethan Cooper has been a great asset to our family financial planing. Ethan is always pleasant and plain spoken with suggestions and guidance. Very happy with his direction.

My wife will add her appreciative remarks separately. We are so pleased and thankful for the Mission Wealth team's expertise and care. Alison and Ryan have planned our golden years wonderfully and coached us to become consumers more than lifelong savers. It is almost as if pastoral care is extended! Abundant financial skills are perfectly complemented by the soft skills that make us feel comfortable and good about where we stand and how we are going to achieve our retirement and wealth transfer goals. Many many thanks! DF

Mission Wealth and my advisor Jorie Pitt have done an outstanding job managing my investments and returning what I consider to be exceptional returns while keeping me informed of all moves. Additionally Mission Wealth is assisting with my annual tax preparation; a service that I am very grateful for. Thank you to Jorie, her team and all of Mission Wealth.

Thank you for all the great work that you do for us.

Excellent service. Always courteous and friendly.

David had the idea of selling stocks at Fidelity and transferring the funds to another brokerage to satisfy the loan there. Nate, our Mission Wealth representative, recognized the benefit and promptly made it happen. We are very grateful of help in making this happen.

Byron is communicative, helpful, and good at explaining financial concepts and strategy. He regularly introduces me to new options. He closely listens to my desires, gives detailed feedback, and then faithfully executes my decisions. My portfolio has performed well under his management over many years. In short, I am a very happy customer.

Jeremy R. has been my advisor for 4+ years and my portfolio has grown at a rate that has assisted me in my early retirement goals. I like the plan that he goes over on our calls so I have assurance I am on the right path. I would highly recommend Jeremy and Mission Wealth to others.

Mark Herman does a great job recommending strategies to help grow and protect our retirement savings! I highly recommend Mark to help guide you through the financial maze.

Brayden has been patient and knowledgeable in his support during this difficult time.

My experience with Mission Wealth - consistently professional, responsive, thorough and excellent communicators.

Miss Vega was very informative and helped me every step of the way for the process of the interviews, and she accommodated me to do the interviews in person.

Nathaniel Dodd is the best. He is compassionate, knowledgeable, invested in me and I am completely invested in him. Don’t ever let this guy go!!!

Steph does an amazing job at making sure that she understands my life goals, situation, and challenges. She checks in every year and we re-assess my progress towards goals. As a CEO, it gives me peace of mind to know that Steph is looking after my money and I don’t have to worry about that.

It’s been a great experience so far. I’m still new to the team, but Ryan and Bryant have been excellent to work with and very knowledgeable. I’m looking forward to continuing to work with them.

We love Jeff Avila! Followed him from Fidelity to Omega to you and have told him he is not allowed to retire until we no longer need him His greatest work skill is to take complicated investment strategies and make them understandable, for me AND my much younger beneficiaries. He is also so much fun to hang out with, always with a smile and a hug.

Pete is a fabulous asset to myself and my son. He has guided us financially and emotionally for many years. He has become family to us. His advice concerning our portfolios has greatly increased our net worth. I would highly recommend Pete to anyone who is seeking financial assistance.

Cray has be a loyal advisor to the Ruden Family for many years. His knowledge of the markets, financial trends and overall understanding of our needs has made our relationship great for both he and our family. Cray goes above and beyond and is always easily accessible. I would highly recommends him to anyone looking for a financial advisor.

My wife & I have continued to be very happy clients of Jeff Avila for over 20 yrs, moving with him as he has changed firms during that time. Most recently, he has helped us unravel a complex Tax Record Question. Previously, he has built a remarkable investment success record for us.

We love Kristi Kearney, CPA, CFP®, her team members and all of MISSION WEALTH.

Jeremy is top of class, when it comes to customer service level, very comfortable, confident, reassuring business relationship from us the customer with him as our advisor… Can’t say enough about how much we appreciate his insight, knowledge, availability, and style of communication for all of our needs regarding our investment accounts management. He honestly gives us just such great comfortable feelings with all the strategic planning and communication that he does with us, and his demeanor and personality is just a bonus on top of everything else he brings to the table… I just hope that somebody in the Mission Wealth organization gets to read this and acknowledge him for everything that he’s done for us, Dave & Dan Kallal! Thank you, Jeremy and we both hope that Mission Wealth never assigned another advisor in the near future and then we get to keep you for as long as possible!!!

Our representative, Geoff Gaggs, is exactly what we want and need to help and guide us with our financial situations. He and his aides have been pleasant and easy to work with and always seem to have the answers we need.

Our experience with Mission Wealth, most especially Julianna R. In the San Diego office has been wonderful. From the 1st meeting and every meeting after I have always understood her explanations and what she’s doing with our portfolio. She even got us back 42,000 on our last taxes. She found a mistake our CPA had made and amended the tax return. I highly recommend Mission Wealth.

I’ve entrusted my retirement plan to Jorie Pitt for a dozen years now. In addition to doubling my investments, she has provided me with advice to make my legacy secure for the next generations.

We have worked with Tricia Fahnoe for over a decade and she has been an invaluable partner in our financial journey. My husband's medical practice originally hired her as a financial advisor, and when the practice later changed to a different advisor, my husband chose to stay with her personally—a decision we've never regretted. Tricia has managed our retirement accounts with skill and care, delivering consistent high average annual returns through a conservative investment approach (50% stocks, 50% bonds) that aligns perfectly with our comfort level and goals. Her strategic thinking extends well beyond portfolio management. Her excellent guidance on my Social Security timing—recommending I wait until age 70—has resulted in substantially higher lifetime benefits that will serve us well for years to come. What truly sets Tricia apart is her holistic approach to financial planning. She's proactive in reaching out and always responsive. We recommend Tricia Fahnoe without hesitation.

It has been a pleasure working with Mission Wealth. My financial advisor, Jeff Avila, is someone I trust. He has consistently provided thoughtful and thorough expert guidance and helped me plan confidently for the future. He is responsive, generous with his time, and always willing to answer my questions, even when they stretch beyond traditional investment topics. I also use them for tax services, and they have made that process smooth and reliable. Their webinar are always engaging and full of interesting insights. I also appreciate that they offer additional security benefits (for an extra layer of peace of mind). One of the things I value most is how my children are also benefiting from working with them. It is reassuring to know they are receiving the same thoughtful support that I have come to trust. Overall, Mission Wealth delivers excellent service across the board. I am grateful for their support and highly recommend them to anyone looking for a trusted financial partner.

We have had nothing but a positive experience since starting with Mission about 18 months ago. We really appreciate the comprehensive financial planning approach which integrates social security timing, healthcare cost management, asset allocation, Roth conversion/timing, tax planning, RMDs, estate planning etc. Working with Ethan has been a pleasure. What else could you want?

We feel Tricia Fahnoe is more than our trusted advisor, but also a part of our lives - for many many years.

My experiences at Mission Wealth are always good. I look forward to the next one.

Nathaniel Dodd is always helpful and always gets back to me almost immediately if I have any questions or concerns.

Claudia and her team are the best. Claudia has a deep understanding of financial matters and cares about her clients as people. She is patient and tolerant with my many questions. I would not have been able to buy a second home without her advice and understanding. Love this company. We have all our money with them.

We appreciate how Tricia has gotten to know us in so many ways. She has taken the time to not only know and understand our financial goals of course, but she knows our thoughts on how we want to live our life. From our own financial security, to family, to giving, and the implications of our portfolio performance on the achievement of our goals, she has assisted us create and execute a successful investment strategy.

My husband and I are retired and began investing our monies with Mission Wealth several years ago. We couldn’t be more pleased. Our advisor, Ethan, is incredibly astute and well-versed in all things financial. He presents the facts and guides us gently to reasonable choices that have allowed our portfolio to steadily grow and consistently do better than the market averages. He is readily available if we have a question or financial need. We couldn’t be more pleased with Ethan Cooper and Mission Wealth. We highly recommend them!

Great!!

ive been very satisfied with everything.

Love working with Jared and Pat - they have helped me clean up a mess! Very pleased with portfolio rebalancing and performance and completion of a revocable living trust.

Can not thank Andrew and Pat enough!!! Working with Mission Wealth and Andrew and Pat has been the best thing we could have done. They are proactive, attentive, they listen to our goals and plans and make things work!!! Their demeanor is outstanding; friendly, trustworthy, extremely knowledgeable, and very professional. They make managing our financial situation a breeze. Thanks to you both

I have had excellent support and guidance from my advisor, Jeremy, at Mission Wealth Management. In this volatile market, I have done well. We work as a team, and have been very successful.

Great job by Ethan Cooper and his team in working with me to leverage the money in my IRA to by my wife a new car. They advise was positive and constructive. They executed the funding moves promptly and with minimal effort on my part. Throughout my association with Mission Wealth Ethan and his team have made my savings grow at a phenomenal rate, while helping me leverage the IRA to achieve multiple short term goals. Wonderful team to work with.

Kristen has expeditiously met all my needs

Nothing to add at this time.

An excellent experience with Tim as always. Never disappointed.

Cray Coppins is more than an advisor—he feels like part of our family. He understands our goals and makes sure every decision supports what is best for our family. He explains complex topics in a way that’s easy to understand but also offers a more detailed analysis, which my husband appreciates. His responsive, thorough, and thoughtful approach gives us confidence in every decision. I would highly recommend Cray and Mission Wealth.

Nice tax review. Nice meeting Austin face-to-face. Hey Austin, good luck with your career. Look forward to working with you in the future too. However, I think you will advance in your career quickly, so I will enjoy your assistance while I can.

I appreciate Mark’s professionalism as well as kindness. Provides peace of mind regarding my financial situation.

Wes is hands down the best advisor we have ever worked with. He is extremely bright, knowledgeable, and uber responsive. He has managed our finances so professionally and he understands how to explain his rationale with basic terms we can digest. He also assembles other professionals to assist with taxes, deeds and other ancillary needs. I can not say enough about Wes and mission wealth. We would be happy to act as a reference for other potential clients. You all are the best!

Ethan is a pleasure to work with. He always responds in a timely manner when we have questions. I highly recommend Ethan.

We were with a previous company(non fiduciary-yep we were dumb)and after being transferred to multiple planners with no momentum toward our retirement goals, we met Ethan Cooper CFP. After speaking with us, he looked over our investments and presented a financial plan. We were SOLD!. We changed companies and have never had a single regret. Ethan is so easy to work with and the financial results allowed us to reach our retirement goals sooner than expected. Ethan actually listens and takes into account our lifestyle. Ethan is a true blessing in our lives.

Steph Bruno and the Mission Wealth team have been wonderful to work with. Steph is always responsive, professional, thorough, and patient. I never thought we would move to actively managed. I am very pleased and really appreciate all the services they offer us and the peace of mind it is providing.

Relationships in thecfinancial markets are all about trust, which is earned over time. We have years of experience with Tim Brown, and we know his process, diligence, and the fiduciary interest he takes in our making decisions together.

Mission Wealth was among a list of financial management firms suggested by Fidelity Investments. My wife and I interviewed several candidates, and selected Mission, sensing they had the finest combination of departmental depth and services, individual attention, and earnest intent to collate my assets into a balanced and purposed portfolio. Though still in the early phase of our working relationship, I feel we made the right choice. We are particularly grateful to have Claudia Arnold as our personal advisor. She excels in all the professional skills, to include prompt and detailed communication, knowledge of our needs and best interests, and strategies to achieve successful outcomes. Equally important, she transforms the serious nature of wealth management into a welcoming interface of human interaction. We feel assured that we can consult her with ease, and that any concerns of ours will be considered with sincerity. We look forward to our journey with Claudia, and Mission Wealth.

We have been clients of Mission Wealth over ten years to create and manage our retirement plans. Stephanie and her team have been providing an excellent service to us with competence, professionalism, and courtesy. We are comfortably retired with a secure retirement plan, thanks to Stephanie and her team. We strongly recommend them to any prospective client.

I am a satisfied client of Mission Wealth, and because of the excellent work that Julianna is doing in taking care of our financial resources. Not only does Julianna have high levels of financial expertise, but she is extremely thorough and pays intense attention to detail. As an example, in her prep for our meeting, she had noticed that my regular pension payment was missing from my 2021 tax return, an omission both the CPA and I had missed. We were able to quickly file an amended return before the extension deadline today, thereby avoiding any penalties. Even more importantly, the income-oriented strategy that she has overseen (with the help of Brian and others, of course) has played out very well in the current negative markets. At this point, I'm sure glad I chose Mission Wealth and Julianna to manage our wealth.

Steve, I appreciate you being a part of our family team. When we first started this journey, to have real professional help with our finances, our interview with you was fairly simple. It was an easy decision with John and me both choosing to go with you and Mission Wealth. You are exactly the same person we interviewed. It wasn’t a sales pitch. And you are exactly the person we chose today. Finances will always be variable, but you have stayed true and confidently handled the last tumultuous years with positivity. Thanks for taking care of our whole family. They are everything to me.

Kristen is fun and delightful to work with and makes the unpleasant financial world easier to deal with for us!

It’s hard to believe that it’s been five months since my husband passed away. During this time, I have experienced some breaks in concentration, which I attribute to the "widow's fog." As my husband's Alzheimer's disease advanced, Rory has been a constant support to help me cope with the changes that have occurred and those yet to come. I am writing to express my gratitude for Mission Wealth's unwavering assistance to my husband and me over the last decade. Without your support, I could not have managed it all. Thank you once again.

I have been with brokerage companies for many years, but there came a point when I needed a wealth management company to better suit my needs. I interviewed two different companies: one was a brokerage house with offices locally, and the other was Mission Wealth (MW). Both made presentations and recommendations involving my account, considering taxes and investments. However, MW's presentation was both comprehensive and relevant, covering a number of key areas. They became my first choice, and I have not been disappointed nor looked back. Having the right senior wealth advisor is the best part of this important relationship.I am very grateful for Ethan's management of my account. He has initiated, on my behalf, a review of my insurance coverage, annuities, investments, income tax positions (including certain specific recommendations), and now estate tax considerations. The in-house capability of MW advisors is very helpful in complementing Ethan's ongoing account management...

Mission Wealth has been an extremely valuable partner in advising on the structure and management of my estate as I planned for and moved into retirement. Amanda and Joey have been instrumental with their advice and guidance on wealth management and tax planning, especially about managing and diversifying out of a concentrated stock position. Amanda’s expertise in philanthropic planning has been insightful in establishing a long-term charitable giving plan that allows me to benefit the causes I want to support as a key component of my estate plan with tax-efficient giving strategies. The comprehensive approach to life-long wealth management and planning has allowed me to focus on what I want to do in the years ahead with the peace of mind that my estate plan is secure. It has been extremely valuable for me to draw on Mission Wealth’s deep knowledge and expertise in estate and tax planning, investments, trust advisement, and wealth management.

We chose Mission Wealth over 3 other wealth managers because of how they presented a well-thought-out financial and tax management strategy 3 years ago. Over time, they have proven to be fantastic wealth managers with well-performing results, but what has impressed us the most is their accessibility and personal interest in our overall relationship. Julianna has our complete trust and confidence, and at no time are we left wondering what is happening with our portfolio. We feel we have a fully integrated tax, wealth, and estate partnership at Mission Wealth with Julianna taking the lead.

Although I appreciate Mission Wealth's holiday card, you (and your team) are what I am really thankful for. You take the worry out of one of my most important items in retirement. I am so lucky to have you as my retirement money liaison. You are very knowledgeable, thoughtful, kind, upbeat, and straightforward with me. I greatly appreciate all of your attributes.

The most important asset a company can have, and that is especially true in the service industry, and critical in the financial advisory services industry, is TRUST. Well, Mission Wealth has my one hundred and ten percent trust in how they handle my money. Their judgment is based on a prudent analysis of the risk-benefit ratio, and they have not failed me in the years I have been using their services. If you want to sleep peacefully at night and know someone is handling your financial well-being, go to Mission.

I love Peter's knowledge and passion, but most importantly, I feel like he really cares about helping me and helping me make the most out of my earnings. I love knowing that I have options available to me, and he explains the thinking behind his recommendations and takes the time to help me understand and feel comfortable with my choices. The timing of both Peter and me joining Mission Wealth and being matched up is ideal. I feel like I have more than an advisor, I have a trusted partner…which is exactly what I was hoping. Some companies look at their employees as resources to use, and others look at employees as assets for investment and growth. I’m glad to see Mission Wealth falls into that latter category.

Mission Wealth has given my wife and me greater confidence that our money will outlast us in the challenging times ahead. Its advisors are as professional and caring as can be! Thank you.

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.

Our experience with Mission Wealth has been excellent across the board. From day 1, our advisor, Will Foley, has been knowledgeable, professional, accountable, and extremely responsive to our evolving needs. Will orchestrates the team of experts at Mission to bring a range of professional financial services to support our goals. My wife and I could not be more pleased with our decision to partner with Mission Wealth.

Thanks so much, Geoff – You have gone above and beyond – again. To say I appreciate your help is an understatement...as you are (painfully) aware, these things are not my area of expertise!

As I neared retirement, I managed our investments myself. When I actually retired, I watched all the financial news/shows, updated my Excel worksheets weekly, researched new investment possibilities, etc., etc., etc. At first, I really enjoyed the process, felt involved, invested, and responsible. But fairly quickly I realized that I was spending a lot of my retirement free time doing all this stuff. What started out as enjoyment was quickly turning into another job. Retirement was getting stressful. That’s when I realized it was time to turn to the professionals. Mission Wealth was the clear winner of our research efforts, and what a relief to turn over my “job” to the pros. Mission Wealth, and Julianna in particular, have given back my retirement to me, and I can’t thank them enough. Our investments continue to grow nicely, and our feeling of security couldn’t be higher.

Where do I begin sharing my experience working with Daniele Beasley? For almost two years, it has been the best decision I have made for myself. Coming from a different firm, I realized what I needed more of when it came to knowledge and guidance. Daniele's focus, dedication to financial literacy, and commitment to helping female entrepreneurs like myself thrive were everything I was looking for. Coming from a background where money is scary or a struggle and a male-dominated firm, Daniele has helped me change that narrative and my relationship with money. She has made my time with her enjoyable when we meet, leaving me feeling like I actually know and understand what we are doing, what we are planning for, and especially why. I love feeling like I had a little 101 seminar with her, so I understand my future - working with Daniele has given me that peace of mind, which is invaluable. She is AMAZING at what she does; she gives women the confidence and the knowledge to stay motivated...

Thanks, Geoff, for sending this review and also for contacting my CPA. You are always so thorough and explain things well. I really appreciate it.

I cannot possibly have better things to say about a professional than I do about Joey Khoury. I started working with him during my divorce. I was married to someone in finance who handled all of our investing, taxes and anything financial. I felt scared wondering how I would take over these responsibilities. Not only is he incredibly knowledgeable and experienced in investing and financial planning, he is a jack of all trades. He would help me with the softer side of decisions…he was often my first phone call before I had a difficult conversation with my ex during our divorce. He’d help me choose my battles, which is very important when trying to simultaneously maintain the peace so you can co-parent effectively while sticking up for yourself and what you deserve. Joey has made a very challenging time in my life so much less stressful...

Wonderful professional financial advice.

Mission Wealth & Will Foley are absolutely the best! My wife & I really enjoy working with them. Will has such a genuine nature about him & is so easy to talk with. He built our trust right away. Not only is he incredibly knowledgeable, but he’s able to patiently explain & discuss strategies that normally would go over our heads. He is passionate about his work & it shows. We’re so thankful to have found experts who care. We can’t recommend Will & Mission Wealth highly enough!!

It is hard to even summarize how wonderful our, now my, experience has been with Susan Rizzi, Beth, Phyllis, and Brayden over the past 20+ years. We followed them from their last firm and highly recommend them to friends and family. My mother and my daughter became clients, and I simply cannot say enough good about them and how they have managed our investments. The twice annual (at least) portfolio reviews are comprehensive, and I so appreciate how they help guide in so many different areas, such as making suggestions for life insurance that included long-term care for the same monthly premium we had been paying. They also connected us with a strong accountant that they work closely with to consult on areas that are more his expertise and can share necessary documents with at tax time. They have been so patient with me through my grief brain period after losing my mom and beloved husband, and I truly do not know how I would have gotten through everything without their guidance...

I want to express my sincere gratitude to Mission Wealth Management. Rick, Claudia, and Martine, as a team, have been exceptionally helpful every step of the way, from setting up our investments and navigating the complexities of our trust, moving the problematic annuities, to working with all the beneficiaries. I am sure many others are working to make all our investments and accounts set up flawlessly. We thank them as well. Most recently, after the passing of Suzanne, your sincere condolences have been invaluable to me and our children, and I talk about it a lot. You now are diligently guiding us through the process of changing an IRA, ensuring a smooth transition. Beyond your professional expertise, your genuine care and empathy have truly stood out. The thoughtful gesture of sending a 'Spoonful of Comfort' during this challenging time was incredibly touching and deeply appreciated. The included meditation book has also been a helpful resource, and I read it daily without fail...

I am writing to let you know how much I truly appreciate Jessica and Mission Wealth. Jessica was one of the first people who contacted me to see if Bondi and I were okay. She didn’t hesitate and asked what I needed and what she could do to help. I was frantic to find a place within a few days of evacuating because I know from the Malibu fires how hard it would be to find something, especially with thousands of people looking. I found my current residence and was met with nothing but roadblocks in supplying my income. They wanted a paystub! I was so afraid I would lose it because there was a line of people waiting to take the one apartment left. Through tears, I called Jessica. She simply said “I will take care of it” and I knew she would. I was paralyzed with fear, grief, uncertainty, and pain. She worked with the IRS, my accountant, and my real estate agent to get all the documents in for approval... I felt such comfort knowing she was in my corner...

Trica Fahnoe is an outstanding financial advisor. She is up to date, wise, and keeps the client's best interest as her primary concern. We have worked together for 14 years, and she has helped us with family financial decisions above and beyond expectations. It is so nice to have someone I can trust.

Shane Holt is very knowledgeable and helpful, always responds quickly when we need him. We are very pleased with Shane and Mission Wealth.

I have worked with Ethan from the Scottsdale branch for many years now and can't say enough about his character and commitment to our goals. I followed Ethan from his previous post and can't be happier that I did. He is always available and is quick to get what information I need. Thank you, Ethan, for your years of help and service in achieving our goals.

My wife and I have been clients of Mission Wealth for two years. From our first meeting to explore an advisory relationship with MW, the MW team and our primary advisor, Shane Holt, have been exceptional. Shane is a thoughtful and insightful listener. He and the MW team have translated our aspirations into well-constructed strategies and action plans that have performed well. Shane responds promptly to all our inquiries and has provided excellent sources for reference and follow-up. We have a modest-sized portfolio, and we couldn’t be more pleased with our experience at Mission Wealth.

Our financial friends at Mission Wealth have been responsive and supportive since the beginning, which was about 5 years ago. Claudia leads a wonderful team of professionals I rely on, and I have said she is the backbone of our family's financial needs. Thank you, Mission Wealth, for your services.

I owe my life to Brad Stark and Jessica Mora. They came into it after the unexpected passing of my husband. They have guided my family and I through all the ups, downs, challenges, and trials of life. They are family and always there with any concerns or questions I may have. I am able to live my life with security and confidence for my future and my family's. I will be forever grateful for Brad, Jessica, and Mission Wealth.

Thank you kindly to both of you for staying on top of things and watching my financial account! I truly appreciate it, and while I was traveling in May and June, I must say that I felt really comfortable traveling and not thinking or worrying about the financial market and my accounts. I think I was blessed to have stumbled upon Mission Wealth, and I am now at a stage where I can honestly enjoy life.

I have been a client of Mission Wealth for 5 years now, and when I speak about them to friends and family, I usually start with..."If I only had found them sooner." Not only have my returns increased, the sense of security and confidence I receive from Mission Wealth and my advisor is what I value the most. Wes Patton has been my advisor since I moved to Mission Wealth. His responsiveness, guidance, and overall service are unrivaled compared to any other type of financial service or service in general that I've had in the past. Not only do I trust Wes' guidance, but he's also taken the time to get to know me as a person and therefore, truly understands my needs. I appreciate him more every time we interact. I continue to recommend Mission Wealth to others and am happy to say, that I hear the same from others who decided to switch to Mission Wealth.

Steph is always congenial, inviting and professional. We always look forward to our meetings with. She shares her wealth of knowledge easily and is very good at anticipating our future needs.

My advisor, Scott Ranby, is the ultimate professional - efficient, knowledgable, caring and friendly. He asks great questions and listens well. He is easy to talk with and always is thorough and prepared when I ask questions of him. I am so happy and actually relieved to have as advisor who has all of these qualities. It is a hard world and it is a joy to have a trustworthy, helpful person whose expertise is not my own.

Scott is knowledgeable, patient, kind and always willing to listen to my questions and help me understand the issues. I appreciate his wonderful customer service as well as his in-depth knowledge of finance, taxes, investments and so much more.

Scott has been extremely helpful as we have been transferring assets from my father’s estate into our portfolio. He is very helpful and has explained a number of technical details very well.