SANTA BARBARA, California (PRWEB) January 27, 2016
Mission Wealth, a nationally recognized financial planning firm, is pleased to announce Tricia Fahnoe and Tyler Robuck as new partners.
Ms. Fahnoe works in the firm’s Santa Barbara headquarters; Mr. Robuck is based in its Los Angeles office.
Ms. Fahnoe has been a client advisor with the firm since 2011, and she is a CERTIFIED FINANCIAL PLANNER™ with her Masters in Business Administration and a Masters of Science in Financial Planning. Ms. Fahnoe has over 20 years of experience in the investment and financial planning world, and she has worked extensively with retirees, business owners, and independent women.
“From the first day Tricia joined our firm, she brought the highest degree of professionalism, competence and care for the clients and team members she works with,” says Mission Wealth CEO Seth Streeter. “Her impressive educational background, vast advisory experience and commitment to produce results every single day for her clients make her a most worthy partner. We look forward to her continued growth at Mission Wealth.”
Ms. Fahnoe is a board member for both Child Abuse Listening Mediation (CALM) and the Scholarship Foundation of Santa Barbara, and she is a member of the Planned Giving Committee for the Music Academy of the West, as well as a Compeer for the Music Academy, and a contributor to the Women’s Fund.
Mr. Robuck has been a client advisor with the firm since 2013, and he is a CERTIFIED FINANCIAL PLANNER™ with his Masters in Business Administration. He manages the Mission Wealth Los Angeles office and has been instrumental in growing the firm's Southern California business.
“Tyler’s experience, energy and entrepreneurial spirit have been the ideal complement to fuel our expansion into Southern California,” Streeter says. “As former classmates at UCSB 25 years ago, it’s been great to become reunited with the common goal of helping more families gain more confidence with their finances. It is my pleasure to welcome Tyler to our Mission Wealth ownership team.”
Mr. Robuck is very involved in many charities, volunteering often for United Cerebral Palsy, Hand-to-Hand Feeding Project, Jessie’s Place, and Life Rolls On.
About Mission Wealth
Mission Wealth’s vision is to empower affluent families to pursue their financial dreams. The founders saw a demand for something different from what other financial services firms were providing. Thus, Mission Wealth was established on the principles of objective advice, proactive financial planning, and coordination with other professional advisers, including accountants and attorneys.
Mission Wealth does not sell any internal products; therefore, the firm’s recommendations are solely in the client’s best interests. Mission Wealth’s holistic and comprehensive planning process helps clients achieve their goals and enjoy greater peace of mind. Mission Wealth manages over $1.2 billion in assets for over 700 families nationwide.
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. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Wealth unless a client service agreement is in place. 838504 1/16
