What does purposeful giving look like for you and your family? For many people, generosity isn’t just about writing a year-end check — it’s about aligning your values, creating impact, and passing something meaningful on to the next generation. In our recent webinar, Giving with Purpose: Strategies to Maximize Your Family's Impact at Year-End and Beyond, Director of Estate Strategy Andrew Kulha, JD, CFP®, and Senior Wealth Advisor Stephanie Bruno shared strategies to help you give with more clarity, confidence, and intention. We explored the key questions every family should consider: ✨ What causes matter most to you? ✨ How do you define the impact you want to make? ✨ Which strategies can help your gifts go further? ✨ And how can you teach younger generations to engage in thoughtful, intentional giving? From understanding what truly motivates your generosity, to exploring tax-efficient ways to amplify your giving, this session offers guidance that empowers you to make a lasting difference — both today and for years to come. 🎥 Watch the full webinar on demand: https://lnkd.in/gDYvR28b 📝 Read our top takeaways from the discussion: https://lnkd.in/gzKmuCiF
Mission Wealth
Financial Services
Santa Barbara, California 3,952 followers
Your goals. Our mission. Celebrating 25 Years of Service.
About us
Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States. Mission Wealth’s service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and Inspired Living. Since 2000, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events, and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
- Website
-
https://missionwealth.com
External link for Mission Wealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Santa Barbara, California
- Type
- Privately Held
- Founded
- 2000
- Specialties
- Investments, Education Projections, Retirement Projections & Planning, Charitable Giving, Windfall Planning (sale of a home or business, divorce, or funds received through a settlement, or inheritance), Estate Planning, Insurance, Tax Planning, Financial Planning, Wealth Management, Investment Management, Socially Responsible Investing, Risk Management, Independent Women, Retirement, Trust Management, Concentrated Stock Strategies, Philanthropic Planning, and Family Wealth Planning
Locations
Employees at Mission Wealth
-
Seth Streeter
-
Atle Skalleberg
-
Rick D. Gonzalez, MBA, CFP®, CIMA®
Partner and Senior Wealth Advisor at Mission Wealth
-
Joyce Franklin CPA, CFP®
Partner & Sr Wealth Advisor at Mission Wealth | Personal CFO for #Googlers and #Xooglers | Podcast Host of Startup Wealth | Author | Blogger | Board…
Updates
-
We’re honored to sponsor CALM’s incredible impact in the Santa Barbara community. This year’s annual luncheon raised $550,000 to help protect and uplift children in Santa Barbara County, and several members of our Mission Wealth team were there to show our support last week. Supporting organizations that strengthen families and create healthier futures reflects the values we hold as a firm and as community members. Thank you to CALM for the meaningful work you lead and to our team members who attended and continuously champion this cause! 💙
-
-
Giving with purpose creates impact that lasts. 💙 In our recent webinar, Director of Estate Strategy Andrew Kulha, JD, CFP® and Senior Wealth Advisor Stephanie Bruno walked through practical ways to make your year-end giving more meaningful—whether you're helping family, supporting causes you care about, or planning for your long-term legacy. We’ve highlighted the most important takeaways in a new blog recap, and you can now watch the entire session on demand. From family mission statements to donor-advised funds and strategic gifting, these insights can help you maximize both impact and efficiency. 📄 Read the key insights: https://lnkd.in/gzKmuCiF ▶️ Watch the webinar replay: https://lnkd.in/gDYvR28b
-
💬“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 in creating and executing a successful investment strategy.” As a Partner and Senior Wealth Advisor at Mission Wealth, Tricia Fahnoe goes beyond traditional financial advice. She builds deep, personal relationships with her clients, translating their goals and life priorities into actionable strategies. Whether it’s portfolio management, retirement planning, or aligning investments with personal values, Tricia’s thoughtful approach helps clients live the life they envision with confidence. 💙 Ready to experience advice that’s as personal as your goals? 👉 Connect with one of our trusted advisors today: https://lnkd.in/gFJdyA9u Testimonials have been received by actual current clients of Mission Wealth Management LP and reflect the experiences of those who have used our services. However, they are individual results, which may vary. No compensation has been paid to any client in exchange for the testimonials appearing on our website. Mission Wealth is a registered investment advisor. 00810781 11/25
-
-
Mission Wealth reposted this
Partner & Sr Wealth Advisor at Mission Wealth | Personal CFO for #Googlers and #Xooglers | Podcast Host of Startup Wealth | Author | Blogger | Board Director
In Paris on the day of 𝘭𝘦 𝘩𝘦𝘪𝘴𝘵, I walked past the Louvre Pyramid at dusk. I was in the City of Lights on my first vacation in nearly a decade. The scene was calm, but the wild news reminded me that loss can happen without warning. Which got me thinking about financial planning. Though personal losses can occur for reasons both simpler and more complex than the fiendish ease with which the thieves liberated the famed French musée of its crown jewels, asset protection is always on the agenda when I meet with clients for their annual review. It’s so important to have a safety net to catch you in the event of an accident, claim, incapacity, or, yes, theft. 💰 💎 📿 A spectacular failure at the Louvre may keep art lovers and security experts up at night, but when you have adequate insurance to protect your family from unforeseen disaster you shouldn’t have a moment’s worry. #LouvreHeist #BusinessLessons #financialplanning #Insurance #AssetProtection #Louvre #CrisisManage
-
-
Mission Wealth reposted this
My time in the service taught me that leadership, grit, and true teamwork aren't just concepts - they're survival skills. While the personal sacrifices of serving were significant, the experience shaped me in ways that have been indispensable to my career. It taught me how to solve complex problems, lead with integrity, and build unwavering trust within a team. These aren't "soft skills"; They are foundational skills that I'm proud to have earned and apply in the business world. To all the veterans I had the honor of serving with, and all who have served before and after: Thank you for your service. I see you and honor your journey.
-
-
AI is changing how we serve clients—but it’s not replacing the advisor. Learn how Mission Wealth and Senior Wealth Advisor Shane Holt, CFP®, integrate advanced technology to enhance research, streamline service, and strengthen human connection. 🔗 https://lnkd.in/gPCd65me
-
Retirement works best when income is consistent and spending is intentional. In Kiplinger, Mission Wealth's Wealth Advisor Daniele Beasley, CFP®, MBA, told Donna Fuscaldo how the “Pay Yourself” rule helps retirees bring structure and confidence to their finances. “It all starts with a plan,” Daniele explained. “Once you know the number, you can set recurring withdrawals.”✍ Read the full story on Kiplinger here: https://lnkd.in/gsFBBvuQ
-
Mission Wealth reposted this
Partner & Chief Marketing Officer @ Mission Wealth | RIA CMO of the Year 2025 by Wealthmanagement.com | 2025 Top Women in Business by PCBT
I had the opportunity to share insights in Wealth Solutions Report’s new article, “How AI Will Change the Lead Generation Game,” on how firms can use AI to make prospecting more intentional and human-centered. We explored how AI is reshaping prospecting for advisors, moving from guesswork to data-driven, human-centered engagement. At Mission Wealth, we’re embracing this shift by using AI to enhance connection, not replace it — helping our advisors reach the right people at the right time with genuine care and purpose. 🔗 Read the full article below 👇
AI-based lead generation tools are causing a sea change in client prospecting. Our CEO Larry Roth unpacks the details with Robert J. Sofia of Snappy Kraken, Michelle Winkles, MBA of Mission Wealth, Susan Theder of FMG, Chris Broussard of NewEdge Capital Group, Victoria Toli of FINNY and Derek Janis of AcquireUp. AI can do more than find prospects, it can identify when a prospect is likely to need an advisor – and much more. https://lnkd.in/eSdFypyG #WealthSolutionsReport #FinancialAdvisors #WealthManagement #wealthtech