"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
Contact Information
Office Locations: Denver, CO; Chicago, IL; St. Charles, IL; Des Moines, IA; Indianapolis, IN; Austin, TX; Houston, TX; Dallas, TX; New York, NY
Career Highlights
Credentials
Personal Pursuits
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
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