“Mission Wealth is thrilled to create opportunities for individuals of diverse backgrounds to pursue a financial planning career and help our clients navigate every stage of their financial life,” said Mission Wealth Founder and Chief Impact Officer Seth Streeter. “The CFP® certification is a critical tool in our mission to help our clients enjoy financial independence, and we are proud that the Mission Wealth Scholars program will serve as a launchpad for the careers of these diverse CFP® professionals.”
Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical, and competent financial planning workforce. Widely recognized by the public, advisors, and firms as the standard for financial planning, CFP® certification is held by more than 93,000 people in the United States.
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 that oversees over $5.2 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.
