Tricia Fahnoe

MBA, CFP®, MS

Partner and Client Advisor

 

Tricia Fahnoe

MBA, CFP®, MS

Partner and Client Advisor

Tricia Fahnoe

MBA, CFP®, MS

Partner and Client Advisor

 

Tricia Fahnoe

MBA, CFP®, MS

Partner and Client Advisor

“I love what I do because I help people every day. My goal is to guide people so they feel confident with their financial choices and secure with their finances.”

Role at Mission Wealth

Tricia is intimately acquainted with the specific goals and financial lives of her clients and delivers investment strategies, financial planning, risk management, and tax planning solutions to assist in their goal achievement.

Contact Information

Office Location: Santa Barbara, CA
Email: tfahnoe@nullmissionwealth.com
Direct Line: (805) 690-3852

Role at Mission Wealth

Tricia is intimately acquainted with the specific goals and financial lives of her clients and delivers investment strategies, financial planning, risk management, and tax planning solutions to assist in their goal achievement.

Contact Information

Office Location: Santa Barbara, CA
Email: tfahone@nullmissionwealth.com
Direct Line: (805) 690-3852

Career Highlights

Tricia entered the financial industry at Merrill Lynch focusing on stock analysis and seminar presentations. She shifted to total wealth management when she began working at Mercer Advisors in 1994. In 1996 she joined a national insurance company as their Investment Management Director, implementing investment advice for its clients. Returning to wealth planning, she rejoined Mercer Advisors in 1998. Tricia moved to Mission Wealth in 2011 to ensure she could follow her professional goal of providing objective advice to meet each of her clients’ aspirations.

Credentials

Career Highlights

Tricia entered the financial industry at Merrill Lynch focusing on stock analysis and seminar presentations. She shifted to total wealth management when she began working at Mercer Advisors in 1994. In 1996 she joined a national insurance company as their Investment Management Director, implementing investment advice for its clients. Returning to wealth planning, she rejoined Mercer Advisors in 1998. Tricia moved to Mission Wealth in 2011 to ensure she could follow her professional goal of providing objective advice to meet each of her clients’ aspirations.

Credentials

Community Involvement

  • Treasurer of the Board of Directors for the Scholarship Foundation of Santa Barbara
  • Board Member of Child Abuse Listening Mediation (CALM)
  • Prior Member of the Planned Giving Committee for the Music Academy of the West
  • Prior Compeer for the Music Academy
  • Contributor to the Women’s Fund

Awards + Recognition

Pacific Coast Business Times “Top 50 Women in Business” for Business and Finance in 2016.

Disclosures

Personal Pursuits

Tricia resides in Santa Barbara with her husband, Ian, and their two young boys. She and Ian enjoy traveling to exotic locations to learn about new cultures, customs, and foods.

Though most of her free time is now spent with activities revolving around her family, she also enjoys hiking, golf, sailing, and would be described as a “foodie.”

Education

Bachelor of Arts in Economics from Northwestern University

MBA in Finance from UCLA Anderson School of Management

Master of Science in Financial Planning from the College for Financial Planning
 
Tricia Recommends

Community Involvement

  • Treasurer of the Board of Directors for the Scholarship Foundation of Santa Barbara
  • Board Member of Child Abuse Listening Mediation (CALM)
  • Prior Member of the Planned Giving Committee for the Music Academy of the West
  • Prior Compeer for the Music Academy
  • Contributor to the Women’s Fund

Awards + Recognition

Pacific Coast Business Times “Top 50 Women in Business” for Business and Finance in 2016.

Disclosures

Personal Pursuits

Tricia resides in Santa Barbara with her husband, Ian, and their two young boys. She and Ian enjoy traveling to exotic locations to learn about new cultures, customs, and foods.

Though most of her free time is now spent with activities revolving around her family, she also enjoys hiking, golf, sailing, and would be described as a “foodie.”

Education

Bachelor of Arts in Economics from Northwestern University

MBA in Finance from UCLA Anderson School of Management

Master of Science in Financial Planning from the College for Financial Planning
 
Tricia Recommends

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