Mission Wealth - Santa Barbara (CA)

Gomez Jazmine “Ladybug” I love this place been coming since my Father started working for CCV.

Heather Nyhof About 10 years ago I opened a do-it-yourself-online-trading account because I thought it would be fun. Fast forward a few years and I realized its not fun. I needed someone to take over this account... but I didnt know anyone and I didnt trust anyone. I met Mr. David Green and knew he was the one to help. His personality is warm and friendly, hes not pushy, and you can just tell hes a good guy. And he was able to explain things to me in a way I understood. He took care of the entire process of getting my old account transferred-- all I had to do was sign a few papers and he took care of it all.

Juan Correa Mr. Ralph Dickinson is a very caring person. He knows the business of Medicare very well. He guided my wife and me through the whole process with care and lots of patience. Thank you, Ralph

Joseph Sagaser Honest knowledgeable patient cares about her customers and directions to the best best options and best choices she can be trusted with what she says A1 advisor as well as a one-person

Rachel Ferrell We worked with Pete Chang to fund our first home and we could not be happier! Pete was thorough, clear, patient, and managed to bring a smile to our faces even after six whole months of tedious house hunting! Once we finally got into escrow on a property, Pete was with us every step of the way to guide us through the mountain of paperwork. He even spent extra time with us to fully understand our situation as freelancers so he could secure us the best loan possible. Even more than being an absolute breeze to work with, Pete also was able to get us the best rate possible in a very uncertain time in the market! We are beyond satisfied with his expertise, compassion, and thoughtfulness. If were ever in the market for a refinance (unlikely, given the awesome rate Pete lined up for us) or our next home purchase, we will not hesitate to work with him again!