Mr. Wayne Cassriel This is Me

Education

 Web References

1. 1. Seth Streeter, Mission Wealth Management, LLC - Wayne Cassriel

   www.missionwealth.com/new/miss - [Cached]

   Published on: 10/27/2006   Last Visited: 10/27/2006

   Wayne Cassriel
   ...
   Wayne Cassriel | Director of Client Relations
   
   Wayne Cassriel is a Director of Client Relations for Mission Wealth Management, LLC. He is responsible for delivering the firm's revolutionary Integrated Wealth Solution® service model to clients. As part of this process, Mr. Cassriel becomes intimately acquainted with the specific goals and financial lives of his clients. He then delivers sound financial planning, risk management and tax integrated solutions to assist in their lifestyle achievement.
   
   Mr. Cassriel is also a member of the Investment Committee and assists with portfolio management, trading, analysis, and research functions.
   
   After graduating from Westmont College in 1985 with a degree in Economics and Business, Mr. Cassriel began his career with Coldwell Banker Commercial Real Estate as a Sales & Leasing Agent. In 1994, he joined the Pasadena office of Dean Witter as a Financial Advisor counseling clients with investment alternatives. In 1998, Mr. Cassriel transferred to the Santa Barbara branch of Morgan Stanley as Associate Vice President assisting clients with all aspects of investment, retirement and financial planning.
   
   Professional Certifications and Licenses Currently Mr. Cassriel holds the following industry licenses: General Securities (Series 7), Uniform State Law (Series 63), Uniform Investment Adviser Law (Series 65) and California State Insurance licenses. He is in the midst of earning a Certified Financial Planner (CFP®) designation.
   
   Professional Associations and Memberships Wayne has been supportive and involved in numerous youth non profit organizations including Young Life, Westmont College, the United Way, the American Heart Association, and recently participated in the Goleta Lions Club golf tournament.
   
   Personal Wayne is a third generation Tri-County resident. His wife Betsy is an instructor of English as a second language at Santa Barbara City College. Wayne is also the proud father of two boys, and still finds the time for a little golf.

2. 2. SimplifiedTaxCode

   www.WorkingSenior.com/cm/Newle - [Cached]

   Published on: 9/28/2006   Last Visited: 7/11/2007

   Wayne Cassriel is the director of client relations at Mission Wealth Management This article was origionally written for the Santa Barbara Pressx

3. 3. It's about time we simplified the tax code

   www.sbcoast.com/../business/11 - [Cached]

   Published on: 11/20/2005   Last Visited: 11/20/2005

   BY INVITATION: David Uhler and Wayne Cassriel
   ...
   Wayne Cassriel is the director of client relations at Mission Wealth Management.