Mission Wealth Named to Shortlist for Three Private Asset Management Awards

changes by evolving our services over time. We are continually improving our service offering for clients, and we understand our growth allows us to be cutting-edge and a firm of permanence. We celebrate a growth-mindset and promote continuous learning and career advancement for our team. We foster a thriving diverse and inclusive culture that attracts top talent. We cultivate strong partnerships that drive our national expansion and ability to serve more families. Caring is reflected in how we care for our clients, team members, and the communities we serve. We’re proud of the culture we’ve created at Mission Wealth and we’re continually investing in new ways to develop all of our people to enable them to grow and succeed throughout their careers.

In 2022, through various surveys throughout the year, 100% of employees said that Mission Wealth is a great place to work – compared to the average US company at 57%. To view more of the survey insights and results, click here.

DE&I Initiative of the Year

In 2022, Mission Wealth partnered with the CFP Board Center for Financial Planning to launch Mission Wealth Scholars, a scholarship program that aims to advance the financial planning profession by providing financial assistance to individuals pursuing CFP® certification who are from populations underrepresented in the profession.

The mission of this Scholarship was to create a more diverse and sustainable financial planning profession so that all Americans can have access to competent and ethical financial planning advice. The Scholarship supports eligible students enrolled in either an undergraduate-level or certificate-level CFP Board Registered Program who come from an underrepresented population within the financial planning profession in terms of gender, race, ethnicity, disability, or sexual orientation, and who have a financial need. The Scholarship awards up to $5,000 per student seeking to complete an undergraduate-level or a certificate-level CFP Board-Registered program, either of which would qualify the student to sit for the CFP® exam.

About Private Asset Management Awards

For over two decades, the highly sought-after With Intelligence Private Asset Management Awards have provided a platform for top investment professionals, wealth advisors, legal firms, consultants, and other key service providers operating within the sector, to showcase the incredible achievements they have accomplished. Winning a Private Asset Management Award is a true seal of approval from the private wealth community to one of its own and provides a launchpad for future success.

The judging process, using an independent panel made up of industry experts, is based on a mixture of qualitative and quantitative performance indicators. For a complete list of PAM Award winners, click here.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 that oversees over $5.0 billion in client assets under management. Mission Wealth is known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.

To meet with a Mission Wealth financial advisor, contact us today at (805) 882-2360.

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