Mission Wealth is happy to announce the addition of three new companions to the agency: Amanda Thomas, Claudia Arnold-Sawaf, and Rick D. Gonzalez.
Amanda Thomas is an Advisor at Mission Wealth on the Santa Barbara regional staff. She turns into personally acquainted with the particular targets and monetary lives of her shoppers and delivers custom-made plans to make sure that their monetary targets are reached. She has in depth expertise working with the monetary targets of divorcees, widows, and multi-generational households. Previous to becoming a member of Mission Wealth in 2006, Amanda spent 11 years as a Vice President in Personal Banking at Northern Belief Financial institution in Santa Barbara, working with excessive web value shoppers and their banking, funding, and belief wants.
Amanda has a Bachelor of Arts diploma from the College of North Carolina at Chapel Hill. She holds a Licensed Monetary Planner® (CFP) designation and is a Licensed Divorce Monetary Analyst® (CDFA). She additionally has a Grasp of Science in Monetary Planning from the School for Monetary Planning. Amanda at the moment resides in Santa Barbara together with her husband and enjoys journey and all out of doors sports activities together with seashore volleyball, golf, tennis, mountaineering, snowboarding, and swimming. She is Previous President and present Board member of the Santa Barbara Maritime Museum.
“I’m honored to be part of a company with such a give attention to integrity in addition to a dedication to behave in one of the best pursuits of our shoppers. The tradition at Mission Wealth is second to none and I’m proud to work alongside such a gifted staff of people,” stated Thomas.
Claudia Arnold-Sawaf interprets her earliest expertise in world hospitality to twenty+ years of offering world class service and private care to assist her shoppers obtain their visions and targets. As an Advisor at Mission Wealth, Claudia serves non-public wealth shoppers and personal foundations. She owned and operated her personal fiduciary planning follow till 2019 when she joined Mission Wealth to supply even larger sources and a broader staff of specialists to her esteemed shoppers.
Claudia graduated from the Vienna Enterprise College, accomplished management course work at Cornell College in Paris and has been awarded the Accredited Funding Fiduciary® (AIF) designation. She lives together with her household in Irvine, California, serves as Vice Chair on the Board of Administrators and chairs the Deliberate Giving Committee on the New Horizon College in Irvine. Journey is her all time ardour and visiting her hometown of Vienna, Austria is on the coronary heart of every yr. Claudia enjoys all that southern California dwelling has to supply and you may all the time discover a assortment of nice reads on her checklist.
“Being a part of a staff that constantly goes above and past to ship for our shoppers has been my dream all my skilled life. We try this at Mission Wealth and I’m proud and honored to be a member of this world-class group,” stated Arnold-Sawaf.
Rick D. Gonzalez is an Advisor and serves shoppers within the larger Los Angeles space. As a consumer advocate, Rick works to know consumer wants and develops funding, property, and monetary planning methods to greatest meet shoppers’ present and long-term targets. With over 25 years of expertise within the monetary providers business, Mr. Gonzalez started his profession at a boutique monetary providers agency in Denver, CO and joined Mission Wealth in 2014.
Rick has a Bachelor of Arts in Economics from College of California, Berkeley, in addition to an MBA from the College of Southern California. Moreover, he holds a Licensed Monetary Planner® (CFP) designation, the Accredited Wealth Administration Advisor® (AWMA) designation, and a Licensed Funding Administration Analyst® (CIMA) designation. Rick has volunteered on the Youngsters’s Hospital of Los Angeles and is a member of the USC Alumni, the UC Berkeley Alumni, and Funding Administration Consultants organizations.
“I’m thrilled to be a part of such a tremendous group. The agency’s tradition, strategy to supporting our shoppers, and comradery amongst workers is really distinctive. I stay up for be part of Mission Wealth for a few years to come back,” stated Gonzalez.
The Mission Wealth Proprietor Group now consists of 19 Companions: Seth Streeter, Brad Stark, Matthew Adams, Tricia Fahnoe, Dannell Stuart, Steve Caltagirone, Andy Penso, Geoff Gaggs, Brian Sottak, Kieran Osborne, Michelle Winkles, Ryan Niedbalski, Renee Hennessee, Jeff Avila, Jenna Rogers, Stephanie Bruno, Amanda Thomas, Claudia Arnold-Sawaf, and Rick D. Gonzalez.
Mission Wealth is a Registered Funding Adviser. This doc is solely for informational functions, no investments are really useful. Advisory providers are solely provided to shoppers or potential shoppers the place Mission Wealth and its representatives are correctly licensed or exempt from licensure. No recommendation could also be rendered by Mission Wealth until a consumer service settlement is in place.