Jesse PantanoCFA®, CFP®
"I feel very grateful to have the opportunity to work with great people and to have the ability to make a positive impact on the lives of my clients."
Role at Mission Wealth
As a Client Advisor, Jesse delivers customized investment management, financial planning, asset protection, and tax strategy solutions to business owners, professionals, and retirees.
Jesse has over 19 years of experience in the financial services industry. He joined Mission Wealth because of the company’s commitment to providing clients with financial planning and investment advice, while maintaining a high ethical standard. Jesse has earned the CFP® designation and is a CFA® charter holder.
Jesse attended James Madison University where he achieved a bachelor’s degree in business administration.
Jesse resides in North Miami Beach, FL, with his wife, Leila, and his son Rayan. He enjoys participating in a wide variety of sports, including golf and baseball.