Mia Cattaneo CFP®, MBA

Rating: 5
Author: Barbara S.

Senior Wealth Advisor

Based in Dallas, Mia helps retirees, women navigating major transitions, and young professionals create coordinated plans for retirement income, investments, taxes, and long-term financial goals

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Mia Typically Helps

Pre-retirees and retirees, women navigating separation, divorce, sudden wealth, or the loss of a spouse, couples creating retirement plans, young professionals building wealth, individuals seeking a comprehensive and coordinated planning relationship

Serving Clients in

Dallas • Park Cities • Frisco • Fort Worth • Tulsa • Oklahoma City • Communities throughout North Texas and Oklahoma

Available nationwide through virtual meetings

Questions Mia Helps Answer

How can I prepare for retirement and create sustainable income?
How can I align investments with my spending needs?
How should I navigate sudden wealth, divorce, or the loss of a spouse?
How can I coordinate tax, charitable, and estate planning?
How can I build a foundation for goals like buying a first home?

John M.

03/13/2026

I've been working with Mia Cattaneo for over a year and the experience has been wonderful. She is very skilled at financial planning and takes time to understand my unique requirements and behaviors. It's great knowing I have a trusted advisor with whom I can share questions and concerns about present and future financial questions. I've leveraged the estate planning services to set up our complete estate plan and look forward to modifying it with our upcoming move to New York state. The overall services and experiences have met or exceeded my expectations. Mission Wealth is more than a service, they are more like a partner.

Barbara S.

01/15/2026

My experience with Mission Wealth - consistently professional, responsive, thorough and excellent communicators.

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

Mia Cattaneo is a Senior Wealth Advisor at Mission Wealth, providing comprehensive financial planning and wealth management guidance to clients in the Dallas, Texas area and beyond.

Mia works closely with individuals, couples, families, and young professionals to help simplify financial decisions and create plans that support their goals. She often helps clients prepare for retirement, design portfolios to support income needs, navigate sudden wealth, manage major life transitions, and coordinate tax, charitable, estate, and investment planning strategies.

Known for her thoughtful, relationship-centered approach, Mia is committed to helping clients feel understood and supported. She values the opportunity to know her clients personally, not only as investors, but as people with families, priorities, concerns, and dreams for the future.

I believe the most meaningful financial planning begins with understanding what matters most to each client. My work is rooted in listening closely, simplifying complex decisions, and helping clients feel supported through both exciting milestones and difficult transitions. It is a privilege to help them create a financial life that feels organized, intentional, and aligned with the future they want to build.

—Mia Cattaneo, Senior Wealth Advisor

Mia’s Frequently Asked Questions

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

New clients can expect Mia to listen first and understand what is on their mind, what concerns them, and what they hope to accomplish. She helps organize the details, simplify important choices, and create a clear path forward. Mia values personal relationships and wants clients to feel they have someone in their corner who cares about their finances, their family, their goals, and the life they are working to build

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

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Mia if I live outside Dallas or my situation is not listed above?

Professional Background

Mia Cattaneo began her career at AppFolio, a Santa Barbara-based technology company, where she quickly established herself as a highly motivated and results-driven professional. Fresh out of graduate school, Mia joined the company’s property management division and rapidly rose through the ranks to become a key member of the investment management team. During her tenure at AppFolio, she led a market validation project that successfully launched the company’s new website offerings.

Mia’s academic background includes a Bachelor’s degree in Business Management and an MBA from Clark University. Her formal education and extensive experience in the tech and investment management sectors have equipped her with the skills and expertise needed to deliver exceptional results for her clients at Mission Wealth. In 2024, Mia became a CERTIFIED FINANCIAL PLANNER®.

MissionForward Advisor

In 2025, Mia Cattaneo was a founding Wealth Advisor on Mission Wealth’s new digital platform, MissionForward. Learn more about the service in Mia’s video.

Personal Pursuits

Born and raised in Santa Barbara, Mia left her hometown to attend college in Massachusetts. An avid sports enthusiast, Mia grew up playing soccer and volleyball, and continued to play the latter throughout college.

Outside of work, Mia enjoys spending time with her English cream golden retriever, Maverick, visiting family and friends, and traveling.

Community Impact

Previously, Mia volunteered as a coach at the Santa Barbara Volleyball Club, where she helped young athletes develop the values of hard work, dedication, problem-solving, teamwork, and perseverance. Mia takes pride in watching the girls she coached grow in confidence, improve their skills, and develop a love for the game.

As a member of the Women on a Mission group, she is part of an array of female team members who offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Videos by Mia Cattaneo

Welcome to MissionForward: App Overview

Request an introduction to Mia Cattaneo.

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

Request an introduction