Learn About Jessica Mora
Professional Background
Jessica Mora's foray into the financial planning industry started at Kaye Capital Management in Los Angeles, where she garnered valuable experience and honed her skills. Her time there provided her with a strong foundation and deep understanding of the complexities of the financial world. This experience allowed her to develop a unique skill set that she leverages to help her clients achieve their financial goals.
She has a Bachelor of Arts Degree in Psychology from the University of California, Santa Barbara and obtained her Certificate in Financial Planning and Services from UCLA Extension. Jessica also has earned her CERTIFIED FINANCIAL PLANNER™, Accredited Behavioral Finance Professional™, and Behavioral Finance AdvisorSM designations.
Personal Pursuits
Originally from Santa Ynez Valley, Jessica Mora spent time in Los Angeles before relocating to Brooklyn. In her free time, she indulges in her passion for home cooking and exploring new travel destinations. With a childhood spent in a small town, Jessica developed an appreciation for the outdoors and staying active through sports. These values continue to guide her to this day, and she makes it a priority to spend at least an hour or two outside every day, engaging in some form of physical activity. Learn more about Jessica in this 2018 Spotlight interview.
Community Impact
In addition to her professional pursuits, Jessica is deeply committed to volunteering and giving back to her Brooklyn community. She volunteers at North Brooklyn Angels, a non-profit organization that provides meals to the community, and has been involved with the organization since 2017. Her dedication to making a positive impact on the world extends beyond her work at Mission Wealth, making her an asset to both her clients and the broader community.
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.