Jesse Pantano

CFA^®, CFP^®

Partner and Senior Wealth Advisor

Fort Lauderdale, Tampa, Greensboro, Alpharetta, and Southeast Region

(305) 564-4749

"I'm grateful to work with exceptional individuals at Mission Wealth and have the opportunity to positively impact my clients' lives. It's a privilege to be entrusted with their financial well-being, and I strive to offer the best guidance and support for their financial and life goals."

Jesse Pantano is a Partner and Senior Wealth Advisor at Mission Wealth, serving the entire Southeast Region, including our offices in Fort Lauderdale and Tampa, Florida; Greensboro, North Carolina; and the states of Georgia and South Carolina. He specializes in developing customized investment strategies, estate planning, and financial planning solutions that align with his clients' current and long-term goals. Jesse's commitment to delivering personalized services has earned him a reputation for going above and beyond for his clients.

In 2025, Jesse joined the Mission Wealth Partner group.

"I'm grateful to work with exceptional individuals at Mission Wealth and have the opportunity to positively impact my clients' lives. It's a privilege to be entrusted with their financial well-being, and I strive to offer the best guidance and support for their financial and life goals."

Jesse Pantano is a Partner and Senior Wealth Advisor at Mission Wealth, serving the entire Southeast Region, including our offices in Fort Lauderdale and Tampa, Florida; Greensboro, North Carolina; and the states of Georgia and South Carolina. He specializes in developing customized investment strategies, estate planning, and financial planning solutions that align with his clients' current and long-term goals. Jesse's commitment to delivering personalized services has earned him a reputation for going above and beyond for his clients.

In 2025, Jesse joined the Mission Wealth Partner group.

Learn About Jesse Pantano

Professional Background

Jesse Pantano is a seasoned financial services professional with more than two decades of experience. He brings a wealth of experience to his role as Senior Wealth Advisor at Mission Wealth and has held distinguished positions in wealth management throughout the Northeast, including in New Jersey, New York City, and Philadelphia.

He earned his bachelor's degree in business administration from James Madison University in 2002 and has since obtained both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst^® designations. With his extensive background and expertise, Jesse is well-equipped to provide his clients with customized financial solutions and help them achieve their goals.

Personal Pursuits

Jesse currently is based in Miami, Florida with his wife, Leila, and their son, Rayan. When he's not working, Jesse enjoys spending time with his family, going to the beach, and playing golf. He remains a loyal supporter of his hometown Philadelphia sports teams, despite the distance.

Community Impact

Jesse Pantano is not only dedicated to his hobbies but also to giving back to his community through volunteering his time and expertise to various causes. He has participated in relief efforts for natural disasters, including Hurricane Ian, and strives to make a positive impact in his community in any way possible.

In the News

Mission Wealth Named an InvestmentNews Best Place to Work for Financial Advisors 2025: Celebrating Industry Excellence

Mission Wealth is recognized by InvestmentNews as one of the 2025 Best Places to Work for Financial Advisors, celebrating our commitment to our thriving team.

Kendra Adachi Interview with Susan Rizzi

A Financial Journey of Freedom and Fulfillment: A Conversation with Kendra Adachi

Senior Wealth Advisor Susan Rizzi sits down to interview her client, Kendra Adachi, bestselling author, podcaster, wife, and mother about her entrepreneurial and financial journey.

Market Commentary for 3/17/25: Diversification at Work

Even with an uptick in market volatility, broadly diversified portfolios have performed relatively well despite U.S. stocks coming under pressure.

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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