Portrait of Daniele Beasley

Daniele Beasley MBA, CFP®

Senior Wealth Advisor

Based in Santa Barbara, Daniele helps individuals approaching retirement, independent women, and multigenerational families navigate retirement income and major life transitions with personalized guidance

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Daniele Typically Helps

Women and men entering retirement, single individuals managing finances independently, women navigating divorce or the loss of a spouse, multigenerational families, parents and adult children planning across different life stages

Serving Clients in

Santa Barbara • Montecito • Goleta • Thousand Oaks • Westlake Village • Communities throughout Southern California

Available nationwide through virtual meetings

Questions Daniele Helps Answer

How can I prepare for retirement and create sustainable income?
When should I claim Social Security, and how should I evaluate Medicare?
How can I organize my finances after divorce or the loss of a spouse?
How should I integrate an inheritance into my plan?
How can my family coordinate investments and planning across generations?

Daniele Beasley is a Senior Wealth Advisor at Mission Wealth, serving clients in Santa Barbara, California. She joined Mission Wealth in 2024 and specializes in delivering customized financial and tax planning solutions to help clients achieve their goals.
With expertise in advising clients with company stock options, young families, professionals, and independent women, Daniele becomes intimately acquainted with each client’s specific goals and financial lives.

I’m passionate about my role as a Wealth Advisor because it allows me to empower clients to feel confident in their financial lives. By helping clients understand their money, I enable them to focus on what truly matters to them and live their lives with purpose. It’s incredibly rewarding to see individuals achieve their financial goals and embrace their future with clarity and assurance.

—Daniele Beasley, Senior Wealth Advisor

Daniele’s Frequently Asked Questions

What should I expect when I begin working with Daniele as my financial advisor?

New clients can expect a thoughtful, personalized approach that begins with careful listening and an understanding of what matters most to them. Daniele simplifies complex decisions, creates a clear plan aligned with each client’s goals, and communicates in an approachable and understandable way. Her goal is to help clients feel organized, informed, and confident while building a lasting relationship grounded in trust and guidance

Will I work directly with Daniele, and who else may support my financial plan?

Daniele will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Daniele will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Daniele if I live outside Santa Barbara or my situation is not listed above?

Yes. Daniele meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

Professional Background

Daniele Beasley brings over 30 years of experience in the financial industry to her role at Mission Wealth. Prior to joining Mission Wealth, she ran her own wealth management practice, providing personalized financial solutions to a diverse clientele. She also held several C-suite positions at major investment management firms in Los Angeles, further honing her expertise in wealth management.

Daniele is deeply passionate about financial literacy and has coauthored two coloring books designed to educate children and young adults about money. Her dedication to empowering clients and fostering financial confidence continues to drive her commitment to helping individuals and families achieve their financial goals.

Personal Pursuits

Daniele loves farm-to-table cooking, playing pickleball, and listening to live music. She treasures spending time with her daughter, Jaz, and enjoys exploring new ways to nourish their worth together.

Community Impact

Financial literacy is crucial; research shows that a money mindset is set by age 7. While current school programs focus on high school students, Daniele advocates for introducing financial education at the early education level. By promoting interactive, engaging learning materials, she aims to help children develop strong financial foundations early on, empowering them to become financially confident individuals and ensuring they nurture their self-worth from a young age.

Videos by Daniele Beasley

Building Financial Confidence in Women | Meet Daniele Beasley at Mission Wealth

Awards

2026 Top 50 Women in Business (opens in a new window)

Pacific Coast Business Times
2022 Allyship Champion (opens in a new window)

Women To Watch Awards by Investment News

*for award disclosures and methodology, visit awards & rankings

Media & Speaking Engagements

The 'Pay Yourself' Rule of Retirement Spending (opens in a new window)

Kiplinger | November 2025
Women & Co focus panel (opens in a new window)

Pacific Coast Business Times | August 2025

Connect with us

Here’s how the first steps work:

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

Request an Introduction

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

Request an introduction.

Request an introduction.

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Request an Introduction
to Daniele Beasley

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