Financial Planners in Santa Barbara

“Daniele Beasley and the team at Mission Wealth have been outstanding to work with. Daniele has done an excellent job balancing professionalism, knowledge, and patience while helping manage both my investments and my family’s finances.

What I appreciate most is her ability to give thoughtful guidance while still making us feel heard and respected. She never pushes — she educates, advises, and helps navigate decisions in a way that builds trust and confidence.

Since working with Mission Wealth, I’ve been very happy with the performance of my investments and the overall experience. Daniele has been responsive, knowledgeable, and genuinely great to work with throughout the process.

I highly recommend Daniele and Mission Wealth to anyone looking for a financial advisor who combines strong results with excellent personal service.“

“We have been with Mercer for over 20 years. We could not ask for better service. They treat you like family and have done really well for our investments. We always look forward to our yearly meetings. I highly recommend Yvonne Woods who is our advisor“

“Our family has worked with this financial advisory firm for several years, and the experience has been outstanding. They take the time to truly understand our goals and explain everything clearly, without jargon. Their guidance has helped us feel confident about our investments and long-term plans. Highly recommend them for anyone looking for trustworthy, personalized financial advice.“

“I really couldn't be happier with the support and service from Arlington. The whole team is incredibly helpful.“

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“Brent is reliable and professional. I highly recommend him and his team for your financial planing and insurance needs.“

“Team Bourke is a stellar, comprehensive group of multi-talented and highly experienced professionals who have met all my financial management needs for more than a decade. As a clinical psychologist, I know that money is a major source of anxiety for most people. Every conversation I have with Team Bourke leaves me feeling reassured, confident, and secure that the thoughtful options in their wide repertoire will ensure I do not outlive my resources. This past year, they were even proactive in identifying ways to reduce my capital gains taxes—advice that was completely unsolicited, yet very welcome. I whole-heartedly recommend Bourke Wealth Management without reservation.

Kristi Walsh, Ph.D.

Clinical Psychologist, female business owner“