I truly could not have obtained this role without the knowledge I gained through the Wealth Management Masters Program.
When I was just one month shy of completing the program, I spoke with Mission Wealth about opportunities available for Client Advisors and Associates. I was impressed by their focus on education, their healthy team culture, their diverse leadership, their appreciation for the complexities of the services clients need in today’s world, and their focus on all advisors passing the CFP® exam. Within that first meeting, I could see that this firm was closely aligned with my values and passion for providing truly comprehensive planning services to clients. I have been with the firm for almost one year and could not imagine a better firm or team to work alongside.
