Mission Wealth

09/01/2026

Join us in congratulating Helena Gould on being named to the Pacific Coast Business Times’ Top 40 Under 40!

As a Partner and Marketing Director, Helena plays an essential role in helping Mission Wealth grow with clarity and consistency. She leads cross-functional initiatives across marketing, technology, mergers and integrations, and communications. Her work strengthens the Mission Wealth brand while creating meaningful ways to connect with clients, prospective clients, and referral partners.

We’re proud to celebrate her leadership, collaborative spirit, and commitment to building what's next for Mission Wealth.

Read the full 40 Under 40 article on the Pacific Coast Business Times website: https://www.pacbiztimes.com/40-under-40-5/

09/01/2026

Please join us in celebrating Tricia Fahnoe’s 15-year anniversary with Mission Wealth! 🎉

As a Partner and Senior Wealth Advisor, Tricia has spent the past 15 years making a meaningful impact through her leadership, thoughtful guidance, and commitment to helping families navigate important financial decisions with confidence. Her dedication to clients, colleagues, and Mission Wealth has made a lasting difference.

We’re excited to recognize this milestone and grateful for all Tricia brings to Mission Wealth. Congratulations, Tricia!

08/28/2026

Financial guidance can be especially meaningful during life’s biggest transitions. It is about having a trusted partner who understands your goals, brings your full financial picture into focus, and gives you confidence in the path ahead.

🗨️ “I have been so happy working with the team at Mission Wealth. As I was going through big transitions and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!”

Senior Wealth Advisor Andrew Conway helps clients navigate important financial decisions with thoughtful guidance and personalized planning. By taking the time to understand each client’s priorities, Andrew helps bring clarity and peace of mind through every stage of life.

Learn how Mission Wealth can help you move forward with greater confidence: https://missionwealth.com/contact/

08/25/2026

We’re excited to celebrate four Mission Wealth leaders who have been named finalists for the 2026 Think Advisor Luminaries Awards! 🎉

Congratulations to our finalists:
- Matt Adams, CEO of the Year
- Michelle Winkles, CMO of the Year
- Eric Smith, Next-Gen Rising Stars
- Byron Valles, Next-Gen Rising Stars

This recognition is a wonderful reflection of their leadership, innovation, and dedication to making a meaningful impact for our clients, our firm, and the future of wealth management.

View the full list of 2026 ThinkAdvisor Luminaries finalists here: https://events.thinkadvisor.com/luminaries-awards/2026-finalists

08/25/2026

The Alternative Minimum Tax can turn an otherwise well-planned financial decision into an unexpected tax bill. From exercising incentive stock options to realizing a large capital gain, several financial events can increase AMT exposure.

Partner and Senior Wealth Advisor Donnie Roberts explains how the AMT works, what can trigger it, and why running tax projections before a major financial decision can make a meaningful difference.

Read more: https://missionwealth.com/resources/insights/what-is-the-alternative-minimum-tax-amt/

Learn how the Alternative Minimum Tax (AMT) works, what can trigger it, how ISOs and capital gains affect AMT, and strategies to plan ahead.

08/21/2026

Thank you, Mission Wealth, for investing in our community as a sponsor of the 2026 Jive Time in the Cascades at Silvara Cellars featuring Bandits of the Animal Kingdom coming Aug. 29.

Your generosity is helping us build a stronger future and create meaningful impact. Just as you provide financial planning for every step of life’s journey, your support is helping pave the way for lasting success.

Tickets: $25, https://cascademedicalfoundation.org/jive-time-cascades

08/20/2026

Estate planning professionals and financial advisors have an important opportunity to help clients think beyond wealth transfer and consider the legacy they want their wealth to create.

Join Partner and Director of Estate Strategy at Mission Wealth Andrew Kulha for Fidelity Charitable ’s upcoming CE webinar, Legacy by Design: Estate Planning and Tax-Smart Charitable Giving.

Andrew and fellow industry professionals will explore practical ways to integrate charitable planning into estate strategies, identify tax-saving opportunities, navigate common coordination challenges, and help clients align their wealth with their values and long-term legacy goals.

📅 August 26, 2026
⏰ 2:00 – 3:00 PM ET
🎓 1 CE credit hour available for eligible designations

Register here: https://events.fidelitycharitable.org/legacybydesignestateplanningan/missionwealth

08/20/2026

Wealth management is personal. It’s about understanding the person behind the portfolio, their goals, concerns, family, and the life they’re working to build.

🗨️ “I am writing to let you know how much I truly appreciate Jessica and Mission Wealth. Jessica is such an asset to your company in so many ways. She isn’t just a great money manager, but a kind, empathetic, hardworking person. Over the years, she has proved to me that she approaches her job from a multifaceted approach. Jessica and Mission Wealth are more than just wealth management. I don’t just measure your importance to me by looking at my account balances. You are so much more and that sets Mission Wealth apart from the others.”

Our client’s words speak to the kind of relationship Partner and Senior Wealth Advisor Jessica Mora strives to build, one rooted in trust, understanding, and genuine connection. Jessica takes the time to understand each client’s unique priorities and provide thoughtful guidance that goes far beyond the numbers.

Connect with a trusted Mission Wealth advisor today: https://missionwealth.com/contact/

08/18/2026

Financial planning doesn’t stop with a plan. It evolves with your life.

At Mission Wealth, we share practical insights on retirement, investing, taxes, estate planning, wealth management, and more to help you make informed financial decisions.

📩 Keep your financial knowledge growing. Subscribe to receive our latest insights directly in your inbox: https://missionwealth.com/resources/insights/

08/18/2026

Back-to-school season comes with plenty of checklists, but there’s one important step that families may overlook when a child turns 18.

In our latest blog, Partner and Director of Estate Strategy Andrew Kulha shares 4 essential documents to help your family stay prepared when your student leaves for college. These documents can help ensure parents are able to provide support when needed while respecting their young adult’s independence.

🎓 Read the full blog to learn what to consider before college move-in day: https://missionwealth.com/resources/insights/documents-child-needs-before-college/

What legal documents does your 18-year-old need before college? Learn about powers of attorney, HIPAA authorization, FERPA waivers, and more.