Andy Penso
MS, CFP®, AAMS®, AWMA®
Partner and Regional Director
Andy Penso
MS, CFP®, AAMS®, AWMA®
Partner and Regional Director
Andy Penso
MBA, CFP®, AAMS®, AWMA®
Partner and Regional Director
Andy Penso
MS, CFP®, AAMS®, AWMA®
Partner and Regional Director
“I feel privileged to work with some of the most intelligent and nicest people. The best part of my day is when clients ask about my family and how I am doing, because they truly care about me. This relationship drives me every day to do what is right and to always be honest in what I do.”
Role at Mission Wealth
Andy delivers customized financial planning, risk management and tax planning solutions to high net worth clients in order to help them achieve their personal and financial goals.
Spotlight on Andy
In this interview Andy, who has been with the firm since 2005, discusses his passion for cooking, the satisfaction he derives from working with our clients, and he provides a tip on how you can improve your finances.
To read about our interview with Andy, take a look at our Spotlight on the Team: Andy Penso article!
Specializations
Awards & Recognition
- Pacific Coast Business Times “Top 40 Under 40”
- Pacific Coast Business Times “Who’s Who In Banking and Finance”
- 2019 Five Star Wealth Manager
Contact Information
Office Locations: Denver, CO; Indianapolis, IN; Austin, TX; Houston, TX; Chicago, IL
Email: apenso@nullmissionwealth.com
Direct Line: (805) 690-3853
Role at Mission Wealth
Andy delivers customized financial planning, risk management and tax planning solutions to high net worth clients in order to help them achieve their personal and financial goals.
Spotlight on Andy
In this interview Andy, who has been with the firm since 2005, discusses his passion for cooking, the satisfaction he derives from working with our clients, and he provides a tip on how you can improve your finances.
To read about our interview with Andy, take a look at our Spotlight on the Team: Andy Penso article!
Specializations
Awards & Recognition
- Pacific Coast Business Times “Top 40 Under 40”
- Pacific Coast Business Times “Who’s Who In Banking and Finance”
- 2019 Five Star Wealth Manager
Contact Information
Office Locations: Denver, CO; Indianapolis, IN; Austin, TX; Houston, TX; Chicago, IL
Email: apenso@nullmissionwealth.com
Direct Line: (805) 690-3853
Career Highlights
Andy joined Mission Wealth in 2005 because he strongly believed in the company’s commitment to providing their clients with financial planning and investment advice while maintaining a high ethical standard. He has worked extensively in advising stock option planning and with clients such as business owners and investment-oriented individuals.
Credentials
Master of Science in Personal Financial Planning
Those who have earned an MS in Financial Planning are prepared to advise their clients on a wide spectrum of financial needs. Course topics include advanced pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis and portfolio management, and financial statement analysis. The curriculum is based on a client-centered, problem-solving method using case studies to give students a hands-on approach.
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Accredited Asset Management Specialist®
This designation is awarded to those who have successfully completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
Accredited Wealth Management Advisor®
Those who have earned this designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
Career Highlights
Andy joined Mission Wealth in 2005 because he strongly believed in the company’s commitment to providing their clients with financial planning and investment advice while maintaining a high ethical standard. He has worked extensively in advising stock option planning and with clients such as business owners and investment-oriented individuals.
Credentials
Master of Science in Personal Financial Planning
Those who have earned an MS in Financial Planning are prepared to advise their clients on a wide spectrum of financial needs. Course topics include advanced pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis and portfolio management, and financial statement analysis. The curriculum is based on a client-centered, problem-solving method using case studies to give students a hands-on approach.
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Accredited Asset Management Specialist®
This designation is awarded to those who have successfully completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
Accredited Wealth Management Advisor®
Those who have earned this designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
Personal Pursuits
Andy resides in Indianapolis, IN, with his wife, Jaclyn, and his two children Rose and Henry. He enjoys participating in a wide variety of sports including swimming, golf, softball, basketball, and triathlons.
Employee Spotlight
In this interview, Andy discusses his passion for cooking, the satisfaction he derives from working with our clients, and he provides a tip on how you can improve your finances.
To read about our interview with Andy, take a look at our Spotlight on the Team: Andy Penso article!
Education
Bachelor of Arts in Business Economics with an emphasis in Accounting from University of California, Santa Barbara (UCSB)
Master of Science in Financial Planning from the College for Financial Planning
Andy Recommends
Personal Pursuits
Andy resides in Indianapolis, IN, with his wife, Jaclyn, and his two children Rose and Henry. He enjoys participating in a wide variety of sports including swimming, golf, softball, basketball, and triathlons.
Employee Spotlight
In this interview, Andy discusses his passion for cooking, the satisfaction he derives from working with our clients, and he provides a tip on how you can improve your finances.
To read about our interview with Andy, take a look at our Spotlight on the Team: Andy Penso article!
Education
Bachelor of Arts in Business Economics with an emphasis in Accounting from University of California, Santa Barbara (UCSB)
Master of Science in Financial Planning from the College for Financial Planning
Andy Recommends