Peter Ahrens CFP®, ABFP®

Peter and Sara are a responsive and thoughtful team who I trust have my and my family's interest at heart.

We have had a very positive experience with Mission Wealth. Our Senior Wealth Advisor, Peter Ahrens, is very thorough and patiently answered questions we had in a very clear and concise manner throughout our portfolio review. Also, providing the necessary information needed for making any portfolio investment decisions

I’ve been working with Peter a few years. Peter is honest, responsive, and always provides innovative ways for me to grow my investments. I like that I have an opinion on how my accounts are set up but I have Peter’s insight and expertise to help me with my decisions. It feels like a team effort! I’ve been very happy with Mission Wealth.

Peter at Mission Wealth continues to do a great job of managing our retirement portfolio since I retired in 2021. We hold periodic Zoom sessions to review portfolio performance and update our financial plan as our needs change. These sessions instill confidence that our portfolio will remain resilient for the long term. Peter always takes the time to listen to our future goals and what-if scenarios, and he runs them through financial simulations so we know how these might impact our portfolio over the long haul. I often take our conversations off track with various world events and finance questions as they pop into my head, but it never fazes him. He is always patient as he explains things and then gets our meeting back on track. Peter is my main point of contact, and he's very responsive to my emails and calls, as is the entire Mission Wealth team to whom he might delegate tactical tasks.

Mission Wealth listens and understands. My advisors are prepared, constructive, and I feel like they have always had my back. They encourage me to live a life of joy and to balance my happiness with prudence. I love the Mission Wealth seminars and special events. It helps me stay engaged with the firm. They have been with me through hard times and easy times.. I am grateful!

We appreciate the level of service in addition to Mission's investment expertise. We feel we have a plan that makes sense for our personal situation.

I have had the pleasure of working with Mission Wealth for the past year and they have exceeded all expectations. Peter Ahrens and his team have handled my financial planning with grace and expertise, all while patiently answering my multitude of questions, without judgement. I can’t recommend Peter and Mission Wealth enough for any type of personal financial planning, no matter your goals. You will sleep better at night knowing that this is your team!

I love Peter's knowledge and passion, but most importantly, I feel like he really cares about helping me and helping me make the most out of my earnings. I love knowing that I have options available to me, and he explains the thinking behind his recommendations and takes the time to help me understand and feel comfortable with my choices. The timing of both Peter and me joining Mission Wealth and being matched up is ideal. I feel like I have more than an advisor, I have a trusted partner…which is exactly what I was hoping. Some companies look at their employees as resources to use, and others look at employees as assets for investment and growth. I’m glad to see Mission Wealth falls into that latter category.