We understand that with growing access to virtual investment software, robo-tools, and numerous advisory firms, you may be wondering what sets one professional apart from the other. Well, beyond the basics of wealth management and financial planning, we believe you can tell a lot about a firm by how they approach the client experience.

To help you better understand what it’s like being a Mission Street Wealth client, we’re sharing some valuable insights into who we are and how we approach the planning process.

About Mission Street Wealth Planning

Mission Street Wealth Planning was founded by Gary Pia, CFP®, who believes in bringing clarity and confidence to your financial life. As he puts it, Gary and his team translate “finance” into “human” so our clients can better enjoy a life of prosperity, happiness, and stability.

We believe in relying on Nobel Prize winning investment research and economic theory to inform our investment thinking, as opposed to subjective predictions or sales hype. Through our evidence-based investing approach, we’re better able to deliver data-driven insights and custom strategies designed to help clients achieve their long-term goals.

Rather than prioritize dollars and cents, the Mission Street Wealth Planning way is to consider money as the tool for achieving what’s truly important—what you want from your life. We believe in using your vision for the future to guide our holistic financial planning approach. From wealth management to retirement planning, establishing a legacy, and more, we’ll approach your financial life from every angle to ensure it’s working in full alignment to address your needs.

Meet Our Team: Brenna Cancilla

We’d like to introduce you to Brenna Cancilla, our Associate Wealth Advisor. 

Brenna brings with her a Bachelor of Arts in Media Studies from UC Berkeley, and a Certificate in Personal Financial Planning from UCLA Extension. She has also recently passed the rigorous Certified Financial Planner™ examination. This makes Brenna well suited to serve as a sound partner and knowledgeable guide for our clients. 

Outside of the office, Brenna is an avid cyclist and enjoys exploring local nature trails and other outdoor areas in her free time.

Why Choose Mission Street Wealth Planning?

When investors meet our team for the first time, they often ask what sets us apart from the other firms?

Our difference shows up in three ways:

Our Commitment to Clients

Our sole focus is on bettering the lives of our clients. We go beyond traditional wealth management duties to truly understand each client’s unique goals while working tirelessly to align their wealth with their values.

Rather than generalize a client’s needs to fit into a certain strategy, we take a personalized approach to addressing everyone’s individual circumstances. This enables us to ensure we’re working in each client’s best interest and addressing their full financial picture, from top to bottom.

Local Roots, Wide Ranging Impact

Our founder, Gary, has built a strong foundation for our firm in South Pasadena, California. From serving as the elected City Treasurer in local government to serving on nonprofit boards, Gary’s commitment to our community remains is steadfast and demonstrated.

While we’ve placed roots in South Pasadena, we’re proud to work with clients and their families wherever they live. Ultimately, our goal is to amplify our impact by providing personalized, ongoing support to clients with important life missions.

Your Mission, Our Priority

Money itself has no value – it is how you choose to use it that gives it value. That philosophy sits at the center of what we believe in. It’s your mission in life to do the things that are meaningful to you, together we identify those meaningful things and align your money to serve them. 

Client-Centric, Forward Focused

Everything we do comes from a service-oriented mindset. We’re here to help our clients live their best lives possible by providing ongoing guidance, thoughtful, data-driven strategies, and tailored solutions that align with their long-term goals. 

Our difference is in making your life and your money worry free, hassle free, organized, and in control.

If you’re curious to learn how our approach to planning can make a difference in your life, we invite you to schedule a consultation with our team today.

Together, let’s make your money truly matter by aligning it with your greatest goals.