Mission Wealth Names Four New Partners to Firm in 2021
Mission Wealth is pleased to announce the addition of four new partners to the firm:
"We are excited to welcome four new partners to the firm, bringing our grand total to fifteen and helping us ensure that we have expanded leadership to steward the firm for many years to come," said
Jenna holds a Certified Financial Planner® (CFP) designation, is an Accredited Asset Management Specialist® (AAMS), and is also an Accredited Wealth Management Advisor® (AWMA). In 2014, Jenna earned a Master of Science in Financial Planning from the
"When I was first hired at Mission Wealth, I couldn't believe how lucky I was to find a company that aligned so perfectly with my personal values. The leaders of the company were caring, passionate about what they did and fun to work for. It felt too good to be true. Here I am today, 12 years later, becoming a part of that leadership team that I once looked up to, and I couldn't be more grateful and excited for what's to come," said Rogers.
Renee holds the Accredited Wealth Management Advisor® (AWMA) designation and earned a Bachelor of Arts from the
"I am so fortunate to be with Mission Wealth - a fantastically supportive company where you can build a career among caring and high-achieving individuals. It's truly an honor to be welcomed into the partner group. I am so grateful to all my colleagues for bringing the best out of me and to the amazing technology team for being the best," said Hennessee.
Ryan began his career as an apprentice at
"I am honored to join an organization with such a focus on integrity and treating people the right way. The culture at Mission Wealth is second to none and I'm proud to work alongside such a talented team of individuals," said Niedbalski.
Jeff has over 20 years of experience in the investment management industry. Before joining Mission Wealth in 2018, he was a Senior Wealth Advisor with
"I couldn't be more excited about joining the partner group at Mission Wealth. Getting to know everyone at the firm over the last three years has solidified my decision to commit the rest of my career to working alongside these talented individuals. With Mission Wealth I believe we are strongly positioned to help improve our client's financial futures," said Avila.
About Mission Wealth
Mission Wealth is a nationally recognized RIA founded in 2000 that oversees over
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 advisers, 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 https://missionwealth.com.
Mission Wealth is a Registered Investment Adviser. This document is solely for informational purposes, no investments are recommended. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Mission Wealth unless a client service agreement is in place.
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