Jeremy Ragar Mission Wealth (1)

Jeremy Ragar

In by Mission Wealth

Jeremy Ragar, Wealth Advisor

Jeremy Ragar

MFin, CFA®, CFP®

Wealth Advisor

San Diego, Scottsdale

(805) 724-6995

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"I love being able to help my clients achieve their financial goals and secure their future. It's incredibly rewarding to develop personalized investment and financial plans that can make a real difference in their lives, building strong relationships with my clients and being there for them through all of life's ups and downs."

Jeremy Ragar is a Wealth Advisor at Mission Wealth, serving clients in San Diego, California; Scottsdale and Tucson, Arizona, and the surrounding areas. Through building strong relationships with his clients, he gains a deep understanding of their unique financial goals and situations. With this knowledge, Jeremy develops customized investment approaches, personalized tax strategies, and comprehensive financial plans to help his clients achieve their long-term objectives. Jeremy's expertise is further enhanced by his role as a key member of the Mission Wealth Investment Committee. As part of this committee, he leverages his in-depth knowledge of the financial industry and investment trends to ensure that his clients receive the most current and effective financial advice possible. 

"I love being able to help my clients achieve their financial goals and secure their future. It's incredibly rewarding to develop personalized investment and financial plans that can make a real difference in their lives, building strong relationships with my clients and being there for them through all of life's ups and downs."

Jeremy Ragar is a Wealth Advisor at Mission Wealth, serving clients in San Diego, California; Scottsdale and Tucson, Arizona, and the surrounding areas. Through building strong relationships with his clients, he gains a deep understanding of their unique financial goals and situations. With this knowledge, Jeremy develops customized investment approaches, personalized tax strategies, and comprehensive financial plans to help his clients achieve their long-term objectives. Jeremy's expertise is further enhanced by his role as a key member of the Mission Wealth Investment Committee. As part of this committee, he leverages his in-depth knowledge of the financial industry and investment trends to ensure that his clients receive the most current and effective financial advice possible. 

Learn About Jeremy Ragar

Professional Background

Before serving as a Wealth Advisor, Jeremy Ragar worked on Mission Wealth’s Investment Team in a trading and research capacity. Outside of Mission Wealth, he also spent time at a public pension fund as an analyst specializing in alternative investments, and also worked as an associate at Tremblay Financial Services, focusing on client relations. With his extensive experience in both investment research and client relations, Jeremy is well-equipped to provide comprehensive financial planning and personalized investment strategies to Mission Wealth clients.

He earned a Bachelor of Science in Business with a Finance Concentration from Montana State University and graduated with the highest honors. Jeremy also earned a Master of Finance from Creighton University and his Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations.

Personal Pursuits

Jeremy loves spending quality time with his wife Kristyan and their two dogs. He is passionate about real estate and closely follows local market trends. As an aspiring trail-runner, he hopes to complete the Bridger Ridge Run, a challenging 20-mile mountain race located in his hometown of Bozeman, Montana.

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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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