Mission Wealth Management, LLC

Mission Wealth Management, LLC (CRD# 113057) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $1,231,644,835 in 3,502 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,232
    MILLION
  • Total Number of Accounts
    3,502
    ACCOUNTS
  • Average Account Value
    $351,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, HI, NY, OR, WA

Financial Advisors at Mission Wealth Management, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Steve S. Caltagirone
CRD#: 3227269
One Sansome Street, Suite 3500, San Francisco, CA 94104
96
Wealthminder
score

Steve Caltagirone (CRD# 3227269) is an Investment Advisor Representative working at Mission Wealth Management, LLC in San Francisco, CA and has over 17 years of experience in the finance industry. Steve Caltagirone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Patricia A. Fahnoe
CRD#: 2636618
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101
96
Wealthminder
score

Patricia Fahnoe (CRD# 2636618) is an Investment Advisor Representative working at Mission Wealth Management, LLC in Santa Barbara, CA and has over 21 years of experience in the finance industry. Patricia Fahnoe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Geoffrey S. Gaggs
CRD#: 2725114
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101
96
Wealthminder
score

Geoffrey Gaggs (CRD# 2725114) is an Investment Advisor Representative working at Mission Wealth Management, LLC in Santa Barbara, CA and has over 20 years of experience in the finance industry. Geoffrey Gaggs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Todd L. Mons
CRD#: 2973743
1600 Broadway, Suite 1600, Denver, CO 80202
96
Wealthminder
score

Todd Mons (CRD# 2973743) is an Investment Advisor Representative working at Mission Wealth Management, LLC in Denver, CO and has over 16 years of experience in the finance industry. Todd Mons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kieran D. Osborne
CRD#: 5667529
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101
96
Wealthminder
score

Kieran Osborne (CRD# 5667529) is an Investment Advisor Representative working at Mission Wealth Management, LLC in Santa Barbara, CA and has over 7 years of experience in the finance industry.

6
Jenna L. Rogers
CRD#: 5395184
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101
96
Wealthminder
score

Jenna Rogers (CRD# 5395184) is an Investment Advisor Representative working at Mission Wealth Management, LLC in Santa Barbara, CA and has over 6 years of experience in the finance industry. Jenna Rogers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Gregory J. Smith
CRD#: 2438534
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101
96
Wealthminder
score

Gregory Smith (CRD# 2438534) is an Investment Advisor Representative working at Mission Wealth Management, LLC in Santa Barbara, CA and has over 22 years of experience in the finance industry. Gregory Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Seth M. Streeter
CRD#: 2281532
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101
96
Wealthminder
score

Seth Streeter (CRD# 2281532) is an Investment Advisor Representative working at Mission Wealth Management, LLC in Santa Barbara, CA and has over 24 years of experience in the finance industry. Seth Streeter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Matthew W. Adams
CRD#: 4570280
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101
93
Wealthminder
score

Matthew Adams (CRD# 4570280) is an Investment Advisor Representative working at Mission Wealth Management, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.

10
Elizabeth H. Boscacci
CRD#: 4780760
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101
93
Wealthminder
score

Elizabeth Boscacci (CRD# 4780760) is an Investment Advisor Representative working at Mission Wealth Management, LLC in Santa Barbara, CA and has over 14 years of experience in the finance industry.

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