Andy Penso


Partner and Director of Business Development

Andy Penso


Partner and Director of Business Development

"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!

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.


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.

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


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

Meet More of Our Team