Jenna Rogers Partner and Client Advisor Mission Wealth

Jenna Rogers

In by Mission Wealth

Jenna Rogers Partner and Senior Wealth Advisor at Mission Wealth

Jenna Rogers

MS, CFP®, AAMS™, AWMA™

Partner and Senior Wealth Advisor

Santa Barbara

(805) 690-3909

CONTACT JENNA

Jenna Rogers

MS, CFP®, AAMS™, AWMA™

Partner and Senior Wealth Advisor

Santa Barbara

(805) 690-3909

CONTACT JENNA

"There's nothing more rewarding than knowing I've made a positive impact on someone's financial well-being and helped them achieve peace of mind. As an advisor, I am passionate about serving others and providing customized solutions that meet their unique needs."

Jenna Rogers is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in Santa Barbara, California and the surrounding area. She specializes in delivering customized financial planning, risk management, and tax planning solutions to assist clients in achieving their goals. With expertise in advising clients with company stock options, young families, self-employed business owners, divorcees, and independent women, Jenna becomes intimately acquainted with each client's specific goals and financial lives.

"There's nothing more rewarding than knowing I've made a positive impact on someone's financial well-being and helped them achieve peace of mind. As an advisor, I am passionate about serving others and providing customized solutions that meet their unique needs."

Jenna Rogers is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in Santa Barbara, California and the surrounding area. She specializes in delivering customized financial planning, risk management, and tax planning solutions to assist clients in achieving their goals. With expertise in advising clients with company stock options, young families, self-employed business owners, divorcees, and independent women, Jenna becomes intimately acquainted with each client's specific goals and financial lives.

Learn About Jenna Rogers

Professional Background

Jenna Roger 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 holds 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 earned her CERTIFIED FINANCIAL PLANNER™ designation in 2012, 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
Spotlight on Andy Penso

Mission Wealth Success Story

A client who recently sold her business needed a comprehensive wealth management plan. The client was referred to Mission Wealth to help guide her through a recent business transition and the subsequent tax, estate planning, and investment planning needs.

We conducted an in-depth analysis of her situation including a comprehensive tax and estate plan review to ensure her affairs were organized in the most tax-efficient way. The cash flow analysis uncovered additional income needs that we complemented with covered calls on concentrated stock holdings. Additionally, we were able to further increase her income with access to alternative assets.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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