Mission Wealth
Dannell Stuart began their work experience in 1996 at AmeriFlex Financial Services, where they served as Vice President until 2010. In 2010, they joined Mission Wealth and held various roles such as Director of Business Development and Partner, Chief Client Officer and Partner, and currently serves as President. In their roles at Mission Wealth, they have been involved in strategic financial planning, investment advisory for high net worth individuals and families, risk management, estate planning, tax planning, and endowment management for non-profits.
Dannell Stuart completed their education at UC Santa Barbara from 1992 to 1996, earning a Bachelor of Arts degree in Communication Studies and Spanish. Prior to that, they attended Corona del Mar High School from 1987 to 1992, but no specific degree or field of study is mentioned. In terms of additional certifications, Dannell obtained the Certified Financial Planner (CFP) designation from the CFP Board in September 1999. Dannell also holds certifications such as Chartered Advisor for Senior Living (CASL), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) from The American College of Financial Services, although the specific dates of obtaining these certifications are not provided.
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Mission Wealth
Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and implementation (usually customized) and integrating that with the lives of our clients (tax, income needs, gifting, charitable, family, retirement, complex decisions, legacy, estate, etc.). Our firm has many offices all across the U.S. Mission Wealth's service offerings include financial planning, investment management, estate and trust planning, asset protection, charitable giving, tax planning, retirement planning, and inspired living. Because we are independent and do not sell proprietary products, we can provide impartial financial advice to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients’ desires will be carried out. We talk to clients’ accountants to make sure the investments and taxes are integrated. Finally, we review clients’ insurance coverage and help make sure there is adequate coverage at the best possible price. Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.