Jenna Rogers

In by Mission Wealth

Jenna Rogers Mission Wealth

Jenna Rogers

MS, CFP®, AAMS®, AWMA®

Partner and Client Advisor


Jenna Rogers Mission Wealth

Jenna Rogers

MS, CFP®, AAMS®, AWMA®

Partner and Client Advisor

“The day has truly been great when I’ve enjoyed a leisurely morning with my husband and dogs, stayed present throughout the day and had a great yoga practice 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 for Mission Wealth. In this process Ms. Rogers 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. Ms. Rogers has knowledge in advising clients with company stock options, young families, self-employed business owners, divorcees, and independent women.


Contact Information

Office Location:

Santa Barbara, CA

Department:

Advisory Team, Partner Group

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 every quarter 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 and cooking healthy meals with her husband and two Boston Terriers.


Jenna is involved with the Junior League of Santa Barbara, a member of the Young Professionals of Santa Barbara, and serves on the CALM Investment Committee.


Member of the Mission Wealth Women on a Mission group, which is 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.


Jenna Rogers
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