biography

Mia Chaney is a Client Service Associate who is passionate about building lasting relationships and helping clients navigate their financial lives with confidence. She believes that outstanding service is the foundation of every successful advisory relationship, and she takes pride in being a trusted point of contact for her clients.

Before joining the firm, Mia was in San Diego, where she supported high-net-worth individuals and families in private wealth management, partnering closely with financial advisors to coordinate client service, prepare financial analyses, and deliver tailored solutions. This experience sharpened her ability to anticipate client needs and manage complex situations with care throughout every stage of the client relationship.

Mia earned both her Bachelor's degree in Communication Studies and her Master of Business Administration with a concentration in Finance from California Polytechnic State University, San Luis Obispo. She is passionate about continuing her professional development and intends to pursue her Certified Financial Planner™ designation.

Originally from Santa Cruz, Mia has always felt at home near the coast and fell in love with San Luis Obispo during college. Outside of the office, she enjoys staying active, reading, wine tasting, and exploring the Central Coast with her fiancé.