Shinaola Atoro CFP®

Excellent experience, Shinaola as always understands our requests and has the right answers.

We have enjoyed working with Shinaola and Emilija our financial planning and charitable, giving options. They have been very communicative giving clear advice for us to manage our investments as well as recent additions from our inheritance.

I have 3 years working with Mission Wealth and it has been a very pleasant experience. Shinaola Atoro has been providing personalized financial support, assisting me on creating and implementing a sound strategy for my retirement. Responses to my requests are promptly received. Financial knowledge and communication style are such that have allowed for the development of a beneficial and pleasant business relationship. Based on the above experience, I recommended Mission Wealth to my father in-law, and after the corresponding exploratory conversations, introductory meetings and corresponding financial analysis, my father in-law also started working with Mission Wealth. No one solution fits all needs, but I can attest it is worth to have a conversation with Mission Wealth, explore the services they provide and make your own decision

We have great trust in Shinaola. He knows us and our financial situation perfectly. He answers questions always correctly. If something needs research he gets back to us quickly. We value his advice and he is so pleasant to work with.

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

My team from Mission Wealth, Shinaola Atoro and Emilija Ilic, are a pleasure to engage with on my financial planning. Shinaola has been exceptionally focused on understanding my goals and aligning our planning accordingly. He has provided insightful direction, and I have a high degree of confidence in the work they both perform on my behalf.

Shinaola is so good. Always there for us with concern and the right answers to all questions. We trust what he says and does. He for us is the journey at Mission Wealth.

As for our advisor shinaola atoro, he has been extremely client focused - relatable, attentive, responsive and an extremely active listener. If there is any area for improvement, I think the client portal could be more client useful. Currently, the portal seems more a placeholder for snapshot reports/scorecard. I wish it were more interactive. A tool for clients use on an ongoing basis, to analyze “what ifs”

Shinaola and the team have been very thorough in answering our questions and have brought very good advice for improving out financials. Estate planning, social security, and taxes are some of the highlights.

My five-year adventure with Mission Wealth has been positive, especially once Shinaola became my advisor. Shinaola's proactive approach, depth of knowledge, positive attitude, and genuine care for our well-being and financial success, provides me great peace-of-mind. Shinaola also offers tax planning, which I rely on. Being a person who lives by dotting all the i's and crossing all the t's, Shinaola's thorough approach, including tax planning, has successfully dotted all the i's, and crossed all the t's for me, without my having to do any heavy lifting. I trust Shinaola, and truly believe he wants the best for us and isn't just trying to make a buck. As for Mission Wealth, the options for alternative investments, steered me to initially choose your company over others solely focused exclusively on traditional stock and bond options. Although I don't have a comparison of how our assets would have fared had we chosen other options, I'm confident Mission Wealth was a wise choice.

We are extremely happy with our relationship with Mission Wealth and in particular with our advisor Shinaola Atoro! Shinaola is more like a friend to us rather than a financial advisor. We trust him very much!

Shinaola is great. He is very knowledgeable about various investment options and how they fit our goals. He is very responsive to us and any answers all questions or concerns that we have. He follows through on issues and manages our accounts very well. We have confidence and trust in him.