Tricia Fahnoe, a client advisor at Mission Wealth Management, has joined the Board of Directors of the Scholarship Foundation of Santa Barbara.
Ms. Fahnoe grew up in Ventura County and attended high school at Midland School in the Santa Ynez Valley. She earned her Bachelor of Arts degree in Economics from Northwestern University. While at Northwestern she was also a Division I student-athlete for the women’s lacrosse team. Her education continued with attaining both a Master of Business Administration (MBA) from the UCLA Anderson School and a Master of Science (MS) in Financial Planning. In 1996 she attained the Certified Financial Planner™ (CFP®) mark.
Her areas of proficiency include portfolio design and investment advice, retirement plan analysis, insurance, and estate planning concepts as well as developing tax efficient financial plans. Ms. Fahnoe has extensive experience working with business owners, health care professionals, individuals, and couples. She also specializes in working with people who have retired and understands the emotional evolution that individuals go through during this life transition.
Ms. Fahnoe resides in Santa Barbara with her husband, Ian, and their two young boys. Though much of her free time is spent with her family, she also enjoys scuba diving, golf, culinary events (at home and elsewhere), and spending time with friends.