Jesse Pantano

CFA^®, CFP^®

Partner and Managing Director

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

"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 Managing Director at Mission Wealth, serving the entire Southeast Region, including our offices in Fort Lauderdale and Tampa, Florida; Greensboro, North Carolina; and Georgia and South Carolina.

He specializes in developing customized investment, estate, 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 Managing Director at Mission Wealth, serving the entire Southeast Region, including our offices in Fort Lauderdale and Tampa, Florida; Greensboro, North Carolina; and Georgia and South Carolina.

He specializes in developing customized investment, estate, 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 Managing Director 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.

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.

Media and Speaking Engagements

MarketWatch - Build your own wealth transfer for retirement if you’re not getting a big inheritance, February 2026

In the News

Mission Wealth Rises to #42 on USA TODAY Best Financial Advisory Firms 2026 List

Mission Wealth Named to USA TODAY Best Financial Advisory Firms 2026

Mission Wealth ranks #42 on USA TODAY’s 2026 Best Financial Advisory Firms list, rising from #333 in 2025. Learn what this means for investors and how a fiduciary advisor can help.

Market Update 4/10/26

Learn how portfolio diversification and alternative investments can help protect your wealth and navigate 2026 market volatility and geopolitical uncertainty.

SpaceX IPO: What Employees and Early Investors Should Do Before a Potential $2 Trillion Liquidity Event

What should SpaceX employees do before the IPO? Learn tax strategies, diversification tips, and planning moves to maximize your equity and reduce risk.

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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