Claudia Arnold IWA®, ABFP®, AIF®

Who has your back? To whom do you entrust your life or your wealth? Who will walk with you through swift-passing years and turbulent worlds? Surely, they must have the talent, training, and skill to do the job. But it takes more than competence; you need someone who engages with you, understands you and your needs, and will wisely, diligently find solutions to serve you. Pro forma solutions don’t cut it; what works for a thousand others might not work for you; the best solution considers not only nuts and bolts, but intangibles like risk, emotion, hopes, and fears. The role is as much sage, counselor, and friend as it is financial advisor, and that is how Claudia has blended into our lives for so many years. Whatever AI or mere technical skill may bring to financial management, it cannot ever replicate the human, humane, consummately professional guidance that Claudia has brought to us.

Claudia and her team are the best. Claudia has a deep understanding of financial matters and cares about her clients as people. She is patient and tolerant with my many questions. I would not have been able to buy a second home without her advice and understanding. Love this company. We have all our money with them.

Mission Wealth was among a list of financial management firms suggested by Fidelity Investments. My wife and I interviewed several candidates, and selected Mission, sensing they had the finest combination of departmental depth and services, individual attention, and earnest intent to collate my assets into a balanced and purposed portfolio. Though still in the early phase of our working relationship, I feel we made the right choice. We are particularly grateful to have Claudia Arnold as our personal advisor. She excels in all the professional skills, to include prompt and detailed communication, knowledge of our needs and best interests, and strategies to achieve successful outcomes. Equally important, she transforms the serious nature of wealth management into a welcoming interface of human interaction. We feel assured that we can consult her with ease, and that any concerns of ours will be considered with sincerity. We look forward to our journey with Claudia, and Mission Wealth.

I want to express my sincere gratitude to Mission Wealth Management. Rick, Claudia, and Martine, as a team, have been exceptionally helpful every step of the way, from setting up our investments and navigating the complexities of our trust, moving the problematic annuities, to working with all the beneficiaries. I am sure many others are working to make all our investments and accounts set up flawlessly. We thank them as well. Most recently, after the passing of Suzanne, your sincere condolences have been invaluable to me and our children, and I talk about it a lot. You now are diligently guiding us through the process of changing an IRA, ensuring a smooth transition. Beyond your professional expertise, your genuine care and empathy have truly stood out. The thoughtful gesture of sending a 'Spoonful of Comfort' during this challenging time was incredibly touching and deeply appreciated. The included meditation book has also been a helpful resource, and I read it daily without fail...

Our financial friends at Mission Wealth have been responsive and supportive since the beginning, which was about 5 years ago. Claudia leads a wonderful team of professionals I rely on, and I have said she is the backbone of our family's financial needs. Thank you, Mission Wealth, for your services.