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Mia Cattaneo

MBA

Client Advisor Associate


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Mia Cattaneo

MBA

Client Advisor Associate

"Growing up, I felt very fortunate to have parents who were financially literate. My goal is to give back and share that knowledge with others so that they can put their financial worries to rest and enjoy what life is really about."

Role at Mission Wealth

As a Client Advisor Associate, Mia works closely with her team of Client Advisors, analyzing current data from clients and putting together financial plans, wealth management reviews and year-end reports. Mia also prepares investment reports and financial scenarios.

Career Highlights

Mia began her professional career at AppFolio, a local tech company. She started there right after grad school on the property manager side of the business and eventually worked her way over to the investment management department. While there, she completed a market validation and in turn successfully launched their websites offering.

Credentials

Community Involvement

Mia recently started coaching at Santa Barbara Volleyball club, which is the club she grew up playing at. She enjoys watching the girls progress and get excited about the game. Mia is a firm believer in all that sports/competing can teach youth including hard work, dedication, problem solving, team work, and perseverance.

Personal Pursuits

Mia was born and raised in Santa Barbara, but moved away for college. Her previous job brought her back, which she is grateful for as she's not cut out for the cold weather! Mia grew up playing sports - first soccer, then volleyball, which she played all through college. Mia also enjoys spending time with her family, coaching volleyball, and traveling.

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