Andy Penso

MS, CFP®, AAMS®, AWMA®

Partner and Client Advisor

 

Andy Penso

MS, CFP®, AAMS®, AWMA®

Partner and Client Advisor


Andy Penso

MBA, CFP®, AAMS®, AWMA®

Partner and Client Advisor

 

Andy Penso

MS, CFP®, AAMS®, AWMA®

Partner and Client Advisor

“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!

Contact Information

Office Locations: Denver, CO; Santa Barbara, CA; Scottsdale, AZ; Tucson, AZ; Austin, TX; Houston, TX
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!

Contact Information

Office Locations: Denver, CO; Santa Barbara, CA; Scottsdale, AZ; Tucson, AZ; Austin, TX; Houston, TX
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

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

Awards + Recognition

Andy has been named by the Pacific Coast Business Times as one of the “Top 40 Under 40” in the region, and he has been recognized in their “Who’s Who In Banking and Finance” section.

Disclosures

 
Personal Pursuits

Andy resides in Santa Barbara, California, with his wife, Jaclyn, and his two children. He enjoys participating in a wide variety of sports including swimming, golf, softball, basketball, and triathlons.

Personal Pursuits

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

Awards + Recognition

Andy has been named by the Pacific Coast Business Times as one of the “Top 40 Under 40” in the region, and he has been recognized in their “Who’s Who In Banking and Finance” section.

Disclosures

 
Personal Pursuits

Andy resides in Santa Barbara, California, with his wife, Jaclyn, and his two children. He enjoys participating in a wide variety of sports including swimming, golf, softball, basketball, and triathlons.

Personal Pursuits

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

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