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Mission Wealth - Santa Barbara
1111 Chapala St 3rd Floor, Santa Barbara
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Where do I begin sharing my experience working with Daniele Beasley for almost 2 years it has been the best decision I have made for myself. Coming from a different firm I realized the things that I needed more of when it came to knowledge and guidance. Danieles focus and dedication to financial literacy, and commitment to helping female entrepreneurs like myself thrive was everything I was looking for. Coming from a background where money is scary or a struggle and a male-dominated firm, Daniele has helped me change that narrative and my relationship with money. She has made my time with her enjoyable when we meet leaving me feeling like I actually know and understand... read full review
Mission Wealth has given my wife and me greater confidence that our $$$ will outlast us in the challenging times ahead. Its advisors are as professional and caring as can be! Thank you.
Working with Mission Wealth is an absolute pleasure, for their friendliness, professionalism and deep financial industry experience. In addition to observing their high-touch, hands-on approach, I always read their blog, reports and outlook to get a better understanding of the macro-economic issues that may impact my own investments. I've seen Mission Wealth grow quite a bit in terms of staff, client base and locations, and its because they conduct business the right way, with integrity and skill.