Michelle MBA

Partner and Chief Marketing Officer at Mission Wealth - Santa Barbara, California, US

Michelle MBA's Contact Details
HQ
(805) 882-2360
Location
Company
Mission Wealth
Michelle MBA's Company Details
Mission Wealth logo, Mission Wealth contact details

Mission Wealth

Santa Barbara, California, US • 160 Employees
Financial Services

Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States. Mission Wealth’s service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and Inspired Living. Since 2000, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events, and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.

Wealth Management Financial Planning Investment Management Services Estate Planning Portfolio Management Retirement Planning Tax Planning Charitable Activities Asset Protection
Details about Mission Wealth
Frequently Asked Questions about Michelle MBA
Michelle MBA currently works for Mission Wealth.
Michelle MBA's role at Mission Wealth is Partner and Chief Marketing Officer.
Michelle MBA's email address is ***@missionwealth.com. To view Michelle MBA's full email address, please signup to ConnectPlex.
Michelle MBA works in the Financial Services industry.
Michelle MBA's colleagues at Mission Wealth are Renee AWMA, Chrissy Roberts, Alejandro Segovia, Marcie Lund, Eric Smith, Jeff Avila, Steve Caltagirone and others.
Michelle MBA's phone number is (805) 882-2360
See more information about Michelle MBA