About Mission Cities Wealth Management

 

 

Working Together to Solve Your Financial Goals

Arthur had ten years of experience in the financial industry prior to his technology career. Since then, his experience includes 15 years with Cisco Systems. In 2009, he returned to his first love; combining a deep understanding of the enterprise community, and corporate financial plans and service with a personal perspective of the community’s wants and needs. He holds an MBA degree from Santa Clara University and a Bachelor of Arts from San Jose State University.

Arthur is a dedicated financial service professional, assisting clients with their retirement and estate planning needs, high-net-worth guidance, and mortgage and collateralized lending services. In addition to working with high-net-worth individuals, he also specializes in 401K plans for enterprise businesses and professionals in Silicon Valley. He will always explain the advantage and disadvantage of each recommended strategy, including costs and risks, and never try to steer a client to any particular investment just because he believes the proper solution will present itself. In addition to the time spent with clients, he makes time to be part of his community where he has served as a spokesperson for the American Cancer Society for the Central Coast Region as well as an active member of Rotary International.

 

About Mission Cities Wealth Management

At Mission Cities Wealth Management, we believe one can only have true financial peace of mind when one knows, without a doubt, that they have a comprehensive financial strategy designed to provide for them during the good times, and be defensive during the bad. We also understand that people need an ongoing advocate to guide and protect them through life’s unexpected and inevitable turns.

As investment advisor representatives we work to help our clients avoid taking on unnecessary financial risks. Instead, we help our clients understand what their wealth represents to them: freedom, choices, stability, a comfortable lifestyle and, ultimately, how they can make the choices that are best for themselves and their loved ones.

At Mission Cities Wealth Management, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 4 critical areas of retirement planning, including:

As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Mission Cities Wealth Management, we work hard to bring our clients the financial solutions that are designed to protect, preserve, and grow our client's assets throughout their retirement.

Discover what it means to have a personal financial guide working with you to help you make the strongest financial decisions for you and your loved ones. Discover what it means to have confidence and peace of mind in retirement. Discover the Mission Cities Wealth Management difference. Call today, or click here to register for an upcoming retirement planning class.

Questions? Arthur F. Testani, MBA is an investment advisor representative and a fiduciary. Call (831) 824-6808 or click here to schedule a no obligation initial consultation.