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Jenna Rogers

In by Mission Wealth

Jenna Rogers, Partner and Senior Wealth Advisor

Jenna Rogers

MS, CFP®, AAMS, AWMA

Partner and Managing Director

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"There’s nothing more rewarding than being told by a client that they feel educated and confident financially, thanks to my advice. It is truly the best thing I could ask for!"

Jenna Rogers is a Partner and Managing Director at Mission Wealth, serving clients in Santa Barbara, California. She joined Mission Wealth in 2008 and specializes in delivering customized financial planning and tax planning solutions to assist clients in achieving their goals. With expertise in advising clients with company stock options, young families, divorcees, and independent women, Jenna becomes intimately acquainted with each client's specific goals and financial lives.

"There’s nothing more rewarding than being told by a client that they feel educated and confident financially, thanks to my advice. It is truly the best thing I could ask for!"

Jenna Rogers is a Partner and Managing Director at Mission Wealth, serving clients in Santa Barbara, California. She joined Mission Wealth in 2008 and specializes in delivering customized financial planning and tax planning solutions to assist clients in achieving their goals. With expertise in advising clients with company stock options, young families, divorcees, and independent women, Jenna becomes intimately acquainted with each client's specific goals and financial lives.

Learn About Jenna Rogers

Professional Background

Jenna Rogers has earned numerous certifications throughout her tenure. She's a sought-after speaker on financial planning and has lectured at several events, including guest lecturing for Santa Barbara City College's Finance 101 course. Jenna's expertise has been featured in a number of publications, such as TheStreet, LifeZette, CreditCards.com, and Realtor.com.

Jenna earned a Bachelor of Science degree with honors in Business Administration with an emphasis in Financial Services from California State University Channel Islands and a Master of Science degree in Personal Financial Planning from the College for Financial Planning. She also holds her CERTIFIED FINANCIAL PLANNER™ designation, demonstrating her commitment to providing top-notch financial planning services.

Personal Pursuits

In addition to her professional accomplishments, Jenna is passionate about personal pursuits. She has a thirst for travel and makes it a priority to visit a new country each year. She also enjoys staying active, taking photographs, reading, adding to her wine collection, and cooking with her husband Ryan, son Huxley, and Boston Terrier Monroe.

Community Impact

Jenna is actively involved in her community and serves on the board of CALM, where she is a member of the Finance Committee, Investment Workgroup, and Legacy Society. She previously served on the Leadership Team for the Junior League of Santa Barbara for eight years and co-chaired the Santa Barbara Newcomers Young Professionals Committee.

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Jenna Rogers Volunteering

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Once completed, a client success team member will reach out to schedule a complimentary introduction with one of our seasoned advisors. During this conversation, we’ll:

  • Share how Mission Wealth helps clients like you preserve and invest their wealth.
  • Discuss your unique needs and aspirations.
  • Explore strategies tailored to your financial journey.
  • Answer your questions and introduce you to Mission Wealth’s services.
        Mission Wealth is a Registered Investment Advisor. We will not be able to provide specific financial advice during the discovery meeting. Our services are currently available to U.S. residents only. Mission Wealth's investment minimum is $1,000,000.

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