Mia Cattaneo CFP®, MBA
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
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?
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’s Frequently Asked Questions
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
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.
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
Our team.
Meet the experts in your corner.
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