Portrait of Andy Penso

Andy Penso MS, CFP®

Partner and Managing Director

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
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Andy Penso is a Partner and Managing Director at Mission Wealth. He is responsible for developing and executing strategies to drive business growth and expand the firm’s client base.

For over 20 years, Andy has delivered financial planning, asset protection, and tax planning solutions to high-net-worth clients. He has an impressive track record of building strong relationships with clients, understanding their unique needs and goals, and developing customized solutions to help them achieve their financial objectives.

I feel privileged to work with some of the most intelligent and nicest people and to help them reach their goals. I am proud to help clients enjoy their retirement so they can focus on their passions."

Professional Background

Andy Penso joined Mission Wealth in 2005 because he strongly believed in the company’s commitment to providing its clients with financial planning and investment advice while maintaining high ethical standards. He has worked extensively in advising clients, including business owners and investment-oriented individuals, on stock option planning.

Andy has a Bachelor of Arts in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara (UCSB), as well as a Master of Science in Financial Planning from the College for Financial Planning.

His certifications include a Master of Science in Financial Planning and a CERTIFIED FINANCIAL PLANNER™.

Personal Pursuits

Andy Penso understands the importance of balancing work and leisure. After moving from Santa Barbara to Indianapolis with his wife, Jaclyn, and their two children, Rose and Henry, Andy’s passion for staying active has continued with his love for swimming, golf, pickleball, basketball, and triathlons.

Connect with us

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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Request an Introduction
to Andy Penso

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Andy and Mission Wealth may be the right fit to support your life and financial goals.