”The day has truly been great when I’ve enjoyed a leisurely morning making coffee with my husband and son, stayed present throughout the day and had a great workout before bed. Ending the day knowing I did all that I could to help someone find financial peace of mind confirms why I love serving others through being an advisor.”
Role at Mission Wealth
Jenna Rogers is a Partner and serves as a Client Advisor and Lead Advisor for Mission Wealth. In this process she becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement. Jenna has extensive knowledge in advising clients with company stock options, young families, self-employed business owners, divorcees, and independent women.
Specializations
- Independent Women
- Widows and Divorcees
- Company Stock Options
- Young Families
- Self-Employed Business Owners
Growing up there was a lack of financial security in Jenna's household and she experienced stress as a child and teenager over money. She decided at a young age that she would view money as a tool, not something to be scared about, and as Jenna became more and more financially educated, she made the decision to help others in that same way. Being told by her clients that they feel educated and confident financially is truly the best thing she could ask for!
Professional Background
Jenna has been with Mission Wealth since 2008. During that time she has obtained numerous certifications and has taught lectures at multiple events on financial planning, including guest lecturing for Santa Barbara City College's Finance 101 course. She has been quoted in many publications, such as TheStreet, LifeZette, CreditCards.com and Realtor.com.
Jenna has a Bachelor of Science with honors in Business Administration with an emphasis in Financial Services from California State University Channel Islands, and a Master of Science in Personal Financial Planning from the College for Financial Planning. In addition, she received her Certified Financial Planner (CFP®) designation in 2012.
Credentials
Personal Pursuits
Jenna enjoys traveling and tries to visit one new country each year. She loves staying active, taking photos, reading, adding to her wine collection, and cooking with her husband Ryan, her son Huxley, and her Boston Terrier Monroe.
Jenna currently serves on the board of CALM. She is a member of CALMs Finance Committee, Investment Workgroup and Legacy Society. Previously, Jenna served an 8 year term with the Junior League of Santa Barbara as part of the Leadership Team 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.
Spotlight on Jenna Rogers
In this interview from June 2018, you'll learn a bit about Jenna's outlook on life and her love for travel.
