Tricia Fahnoe MBA, CFP®, MS

Mission Wealth and staff have been my Financial Advisors for decades, well into my retirement. Led by the thoughtful, professional and personal attention of Tricia Fahnoe in the Santa Barbara Office, my wife and I have been grateful for the decades of positive results of our association and journey. Tricia, especially, takes personal interest in the success of her clients. I highly recommend Tricia Fahnoe and her associate on the team, Austin Roberts, as well as the Mission Wealth company, for long term, steady, planned financial goals achievement.

Mission Wealth has been exceptional in every way. Our family has entrusted Mission Wealth with a complex, multi-generational investment portfolio, and I cannot say enough about the care, intelligence, and integrity they bring to their work. They have done an outstanding job growing our wealth while also generating substantial, reliable dividend income that actively supports our family. What sets Mission Wealth apart is their ability to balance long-term strategy with real-world needs. Their approach is thoughtful, disciplined, and clearly intentional — focused not just on market performance, but on sustainability, income, and stewardship. Even during periods of market uncertainty, they communicate clearly, explain the “why” behind decisions, and make sure we feel informed and confident. Their team is responsive, patient, and genuinely invested in our success. It’s rare to find a firm that combines this level of professionalism with such a strong sense of partnership and trust.

We have worked with Tricia Fahnoe for over a decade and she has been an invaluable partner in our financial journey. My husband's medical practice originally hired her as a financial advisor, and when the practice later changed to a different advisor, my husband chose to stay with her personally—a decision we've never regretted. Tricia has managed our retirement accounts with skill and care, delivering consistent high average annual returns through a conservative investment approach (50% stocks, 50% bonds) that aligns perfectly with our comfort level and goals. Her strategic thinking extends well beyond portfolio management. Her excellent guidance on my Social Security timing—recommending I wait until age 70—has resulted in substantially higher lifetime benefits that will serve us well for years to come. What truly sets Tricia apart is her holistic approach to financial planning. She's proactive in reaching out and always responsive. We recommend Tricia Fahnoe without hesitation.

We feel Tricia Fahnoe is more than our trusted advisor, but also a part of our lives - for many many years.

We appreciate how Tricia has gotten to know us in so many ways. She has taken the time to not only know and understand our financial goals of course, but she knows our thoughts on how we want to live our life. From our own financial security, to family, to giving, and the implications of our portfolio performance on the achievement of our goals, she has assisted us create and execute a successful investment strategy.

Trica Fahnoe is an outstanding financial advisor. She is up to date, wise, and keeps the client's best interest as her primary concern. We have worked together for 14 years, and she has helped us with family financial decisions above and beyond expectations. It is so nice to have someone I can trust.