News

Mission Wealth named to 2015 FT Top 300 List

FT_400_Advisers_Logo_2015On June 18, 2015, it was announced that Mission Wealth was named to the Financial Times 300 Top Registered Investment Advisers for the second year in a row.

The list recognizes top independent RIA firms from across the United States. Firms included on this list were judged on their overall score in six areas, including assets under management, asset growth, the firm’s years in existence, industry certifications of key employees, SEC compliance record, and online accessibility.

Fifty-three RIA firms from California made the 2015 FT 300 list, but Mission Wealth is the only firm headquartered on the Central Coast to earn the honor.
 

Mission Wealth certified as a Green Business

Green Business SBC As of June 2015, Mission Wealth has earned a certificate from the Green Business Program of Santa Barbara County, indicating that we have made a commitment to the community to go above and beyond basic environmental requirements.

“A major purpose for Mission Wealth is to help people align their investments and life choices with their highest values. Stewardship for our planet is a value we share with many of our clients. So leading by example in how we operate our business to reflect this priority was a natural choice that we hope other businesses will follow.”

– Seth Streeter, CEO and Co-Founder of Mission Wealth

 

Advisors Recognized in the Pacific Coast Business Times

Andrew Penso, Brad Stark, and Seth Streeter were recently identified as key players in the region’s pivotal banking and finance industry by the Pacific Coast Business Times (PCBT) for 2015. To be considered for inclusion, the PCBT considers the nominees’ management role at their business, the scope of their customer’s presence in the region, as well as the size that their territory service encompasses.

This recognition was published on June 5, 2015, in their special report listing “Who’s Who in Banking & Finance.”
 

CEO Seth Streeter makes Top 100 ranking of visionary leaders

Real Leaders 100 thumbMission Wealth is pleased to see that our CEO Seth Streeter has been included on a list of amazing individuals — including Oprah Winfrey, Elon Musk and Angelina Jolie — who are making a difference in the world.

“The Real Leaders 2015 list of 100 visionary leaders was chosen with a simple question in mind: Do they inspire us to lead toward a better world? This is not intended to be the ‘best’ 100 leaders and they are not ranked. We wanted to share a wide variety to show that anyone can be a real leader. The people on the following pages have all achieved remarkable things from simple ideas and, in so doing, have positively changed the lives of millions.”

– Real Leaders

 

Mission Wealth sponsors the Small Business Development Center

Mission Wealth is proud to help support local business owners through our sponsorship of the Small Business Development Center.

“We are pleased to welcome Mission Wealth Management as a sponsor of the Small Business Development Center.  Last year our team of business advisors were able to assist local small businesses start over 50 companies, raise over $10 million in capital, and create over 300 jobs.  Our ability to provide our no cost consulting services to small businesses depends on the support of local partners.  With Mission Wealth’s support we will be able to provide additional trainings and support to help local small businesses succeed.”

– Steve Tannehill, Executive Director

 

Mission Wealth is One of the Nation’s Top Wealth Managers

We are the only firm in Santa Barbara County to be ranked as a “Top Wealth Manager” by Bloomberg/AdvisorOne magazine for 2011.

The ranking was published in Bloomberg/AdvisorOne magazine on August 9, 2011 and it was based on Mission Wealth’s total assets under management as of December 31, 2010.
 

Mission Wealth is now on Facebook

We are pleased to announce that we now have a Facebook page on which we’ll be posting articles, event information, and photos.  If you would like to connect with Mission Wealth and receive ongoing updates, please “Like us on Facebook!”

 

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Interested in getting started? Please call Dannell Stuart at (805) 690-3850
or email her at dstuart@missionwealth.com.

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