About Mission Finiancial Planners, LLC.
Mission Finiancial Planners, LLC. provides portfolio management services and custom financial plans for working professionals. We are a fee-only Registered Investment Advisory firm that acts as a fiduciary for our clients.
Involved
Community Service
It's important to our team that we consider how we can give back. When we're not working, many of us volunteer in organizations that are close to our hearts.
Balanced
Fun Culture
Just because we take your financial business seriously doesn't mean we don't know how to have fun. Joe is currently the Ping Pong champion.
Alec Randolph
Investment Specialist
Austin Smith
Trader - Overlay Trading
Brandon Coonse
Head of Business & Sales Strategy
Daniel Makepeace
Investment Ops & Data Specialist
Derek Schug, CFA
Head of Portfolio Management
John Choquette, CFA
Investment Analyst
Justin Helou
Director, Overlay Trading
Kara Murphy, CFA
President & Chief Investment Officer
Landon Patterson, AIF
Senior Investment Specialist
Matt Donaghue, CFP®, CLU®, CLTC®, RICP®, NSSA®, AIFA®, PPC®
Managing Member | Financial Planner
(210) 610-1114
Michael Humbert
Portfolio Manager
Ryan Chang
Investment Analyst
Svante Rocabado
Investment Specialist
Victoria Balser
Head of Marketing & CX Strategy