Our Commitment to Giving Back to the Community
Takes Many Forms.

As adjunct faculty at the University of California at Santa Barbara (UCSB), Mitchell volunteers his teaching time to educate undergraduate students. KWM Wealth Advisory partners regularly volunteer their time at Pasadena City College and UCLA Extension, teaching investment and retirement seminars to the community.
Mitchell teaches “Ethical Investing to Impact Social Change” as an undergraduate UCSB course that satisfies the ethics requirements for CPA students, and supports students at the at the Walter H. Capps Center for the Study of Ethics, Religion and Public Life. He has spoken with students on the topic “Ethical Challenges We Face in Financial Services: How We Strive to Do the Right Thing for Our Clients.”
KWM Wealth Advisory partners volunteer on the boards of several non-profits, helping organizations establish Planned Giving Programs that aid those with physical, mental and emotional disabilities.
KWM Wealth Advisory partners and staff have served as board members and volunteers to help Union Station Homeless Services rebuild the lives of men, women and children, and to give much needed assistance to our homeless neighbors. Today the nonprofit operates seven major programs at six facilities throughout the City of Pasadena, providing a full continuum of care to help homeless community members become stable and self-sufficient.
KWM Wealth Advisory partners have served on the board of Social Venture Partners Santa Barbara, supporting the organization’s mission to help local nonprofits build their capacity and sustainability. SVPSB pools resources and makes strategic investments that leverage each partner’s time, expertise, and money to build long-term capacity for the community’s nonprofits.
KWM Wealth Advisory supports the Anti-Defamation League of Santa Barbara. The mission of the nonprofit is, "To stop the defamation of the Jewish people, and to secure justice and fair treatment to all."

Wells Fargo Advisors Financial Network is not affiliated with the entities listed.

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