Retirement Planning

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.