When major life events happen, such as retirement, divorce, sale of a company, loss of a spouse or family member, trusted advice is essential. Mission Wealth Management specializes in helping people through these challenging times. Through our integrated approach, which includes financial planning, investment management, insurance services, estate planning and tax strategies, we help people feel more confident in their financial future.

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Recent Articles

The "Cost" of Education — Daily Sound, 4/28/12
 
The statistics are clear...if you want to have a higher likelihood for success and financial security, education is critical and the default decision should always be to finish the journey started at all levels.


For Those Who Follow — Montecito Msgr, 4/13/12
 
Are you prepared for someone to take over your duties upon your demise? This article discusses things you can do to provide clarity and peace of mind for those who follow.


Eight Financial "Rules" to Consider — Daily Sound, 4/7/12
 
Mission Wealth offers eight "rules" for investors to consider when reviewing both their portfolios and investment picking criteria.



 

Announcements

  • We are the only firm in Santa Barbara Co. to be ranked "Top Wealth Manager" by Bloomberg/AdvisorOne magazine for 2011.*
  • Kimberly Horn's article on "How to Teach Your Kids about Money" shares that the trick to making the learning process fun for kids is to incorporate technology and simulate the growth of money over time.
  • "Like us on Facebook!" Mission Wealth is pleased to announce that we now have a Facebook page on which we’ll be posting articles, event information, and photos.
  • In the first quarter of 2012, the U.S. economy continued its slow march toward recovery. Learn about this and more by watching our Quarterly Market Review Video Clip.
  • Tricia Fahnoe has joined Mission Wealth as a Client Advisor. We are proud to add another experienced, credentialed advisor to our team!

 

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