Dannell Stuart

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.