Mission Wealth

Courtesy of Mission Wealth

    Employees say: “A caring, dynamic and high touch financial advisor, persistently looking to improve the lives of its clients and its team members that support them. A couple highlights that come to mind would have to be how management asks for input and feedback regarding policies, services, resources and training. That is appreciated, as it is nice to feel like team members have a say in some decisions.” Read the Great Place to Work review.

    Company info

    Founded2000
    IndustryFinancial Services & Insurance
    Industry VerticalAccounting
    U.S. Employees66
    Worldwide Employees-
    Sites20
    HQ LocationSanta Barbara, Calif.
    Web Addressmissionwealth.com/
    Date info provided (companies may opt to keep some data confidential)1-Jul-21