San Diego, CA

Our opinionated, skeptical family agrees that Jeremy Ragar is a valued advisor and highly deserving of his partnership. We truly appreciate his guidance and hope to continue working with him for years to come.

I'm 91 yrs old and I have been in business most of my life. It is a pleasure doing business with Jeremy. He is always helpful, honest, efficient and a pleasure to work with. I look forward to continuing doing business with him.

Our advisor, Lisa Murphy, is outstanding! Her meticulous preparation and attention to detail in our financial planning and asset management have far exceeded our expectations. In addition to being highly skilled and professional, she is warm, caring, and a joy to work with. Thank you for all that you do!

When I was introduced to Mission Wealth approximately 4 years ago, I was impressed with their presentation and especially with Lisa Murphy. Fortunately I was assigned as her Client. Lisa is an absolute pleasure to work with; she is knowledgeable, upbeat and someone I enjoy talking with. She has done a great job managing my portfolio as evidenced by the positive returns. She has a good working relationship with my Accountant. But most importantly she has my complete trust! I’m 100% confident she is working with my best interest in mind. I also appreciate that she is available if I have a question or need something. Overall I really appreciate having the opportunity to work with Lisa, people of her caliber aren’t that easy to find! A final note, it speaks well of Mission Wealth that she was promoted to Partner this year.

Dear Julianna, I wanted to take a moment to express my sincere gratitude for the exceptional guidance you've provided. Your expertise, patience, and dedication have made an enormous difference in helping me build and fund a strong, reliable retirement IRA. Knowing that my future is on such solid footing brings me tremendous peace of mind, and that's entirely thanks to your thoughtful planning and consistent support. You've gone above and beyond at every step, and I truly appreciate the clarity and confidence you bring to what can otherwise feel overwhelming. Working with you has been one of the best financial decisions I've made. Thank you for being outstanding at what you do and for helping me secure a brighter future.

First I would like to congratulate Lisa on becoming a partner. After working with Lisa on preparing a portfolio for me I feel very confident that my money is invested in the best place it can be. Thank you

Our experience with Mission Wealth, most especially Julianna R. In the San Diego office has been wonderful. From the 1st meeting and every meeting after I have always understood her explanations and what she’s doing with our portfolio. She even got us back 42,000 on our last taxes. She found a mistake our CPA had made and amended the tax return. I highly recommend Mission Wealth.

I am a satisfied client of Mission Wealth, and because of the excellent work that Julianna is doing in taking care of our financial resources. Not only does Julianna have high levels of financial expertise, but she is extremely thorough and pays intense attention to detail. As an example, in her prep for our meeting, she had noticed that my regular pension payment was missing from my 2021 tax return, an omission both the CPA and I had missed. We were able to quickly file an amended return before the extension deadline today, thereby avoiding any penalties. Even more importantly, the income-oriented strategy that she has overseen (with the help of Brian and others, of course) has played out very well in the current negative markets. At this point, I'm sure glad I chose Mission Wealth and Julianna to manage our wealth.

It’s hard to believe that it’s been five months since my husband passed away. During this time, I have experienced some breaks in concentration, which I attribute to the "widow's fog." As my husband's Alzheimer's disease advanced, Rory has been a constant support to help me cope with the changes that have occurred and those yet to come. I am writing to express my gratitude for Mission Wealth's unwavering assistance to my husband and me over the last decade. Without your support, I could not have managed it all. Thank you once again.

We chose Mission Wealth over 3 other wealth managers because of how they presented a well-thought-out financial and tax management strategy 3 years ago. Over time, they have proven to be fantastic wealth managers with well-performing results, but what has impressed us the most is their accessibility and personal interest in our overall relationship. Julianna has our complete trust and confidence, and at no time are we left wondering what is happening with our portfolio. We feel we have a fully integrated tax, wealth, and estate partnership at Mission Wealth with Julianna taking the lead.

As I neared retirement, I managed our investments myself. When I actually retired, I watched all the financial news/shows, updated my Excel worksheets weekly, researched new investment possibilities, etc., etc., etc. At first, I really enjoyed the process, felt involved, invested, and responsible. But fairly quickly I realized that I was spending a lot of my retirement free time doing all this stuff. What started out as enjoyment was quickly turning into another job. Retirement was getting stressful. That’s when I realized it was time to turn to the professionals. Mission Wealth was the clear winner of our research efforts, and what a relief to turn over my “job” to the pros. Mission Wealth, and Julianna in particular, have given back my retirement to me, and I can’t thank them enough. Our investments continue to grow nicely, and our feeling of security couldn’t be higher.