WEATHER »

PRESS RELEASE / ANNOUNCEMENTS Monday, July 6, 2015

15 years at Mission Wealth for Client Advisor Geoff Gaggs


15 years at Mission Wealth for Client Advisor Geoff Gaggs

Mission Wealth is proud to announce that Client Advisor Geoff Gaggs is celebrating his 15th year with the firm in July. Gaggs, who is a principal with Mission Wealth, has been with the company since 2000. Mission Wealth was formed in February 2000.

A native of Santa Barbara, Gaggs has contributed his skill, energy and loyalty to the company over the years as it has become a nationally recognized firm that manages over $1.3 billion in assets for hundreds of clients across the nation.

Mission Wealth CEO and Co-Founder Seth Streeter said, “Geoff’s dedication to his clients and the firm has been an anchor to Mission Wealth’s continued success.”

Gaggs earned a Bachelor of Science in Business Finance from California State University Northridge. In 1999 he earned his CFP® designation and in 2005 completed a Master of Science in Financial Planning with honors. Over the years, Gaggs has contributed to the firm’s Investment and Executive Committees, well as being a past member, and board member, of the Estate Planning Council of Ventura County and Toastmasters International. Gaggs has also been quoted in various publications such as Money Magazine and the Santa Barbara News-Press and has been seen on ABC affiliate KEYT Television.

Gaggs presently lives in Ventura with his wife and two sons and loves being an active dad by helping as a volunteer coach and playing any sport under the sun with his family.

About Mission Wealth
Mission Wealth’s vision is to empower affluent families to pursue their financial dreams. The founders saw a demand for something different from what other financial services firms were providing. Thus, Mission Wealth was established on the principles of objective advice, proactive financial planning, and coordination with other professional advisers, including accountants and attorneys.

Mission Wealth does not sell any internal products; therefore, the recommendations they make are solely in the client’s best interests. Their holistic and comprehensive planning process helps clients achieve their goals and enjoy greater peace of mind. Mission Wealth manages over $1.2 billion in assets for over 600 families nationwide. For more information on Mission Wealth, please visit www.missionwealth.com.

Contact


MISSION WEALTH Your goals. Our mission.
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101
rhennessee@missionwealth.com | missionwealth.com
Direct: (805) 690-9061 | Fax: (805) 882-2362

event calendar sponsored by:
Recent Comments