Mission Wealth congratulates Partner and Client Advisor, Tricia Fahnoe, on her recognition in the Pacific Coast Business Times as an outstanding female business leader. For the last fourteen years, the PCBT has recognized the top women in business who have had unique successes in the central coast. These executives play a key role in women’s organizations or large nonprofits.
Tricia Fahnoe is a partner and client advisor with Mission Wealth and has more than 25 years of experience in the financial industry. Tricia joined Mission Wealth in 2011, bringing with her years of wealth management and investment experience as well as a desire to provide objective advice to meet each of her clients’ unique aspirations.
“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.”
In her work, Tricia becomes 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. Tricia specializes in working with retirees, business owners, physicians, dentists and independent women.
In addition to the outstanding work that Tricia does at Mission Wealth, she is also involved in the Santa Barbara community, serving a number of local nonprofits such as the Scholarship Foundation of Santa Barbara, where she serves as treasurer for the board of directors and as a member of the organizations investment committee. Tricia volunteers for Child Abuse Listening and Mediation, or CALM, as a board member and investment chair as well as a member of the CALM finance committee. In addition, she also supports the Women’s Fund of Santa Barbara as a Contributor.