jessica-mora

Jessica Mora

In by Mission Wealth

Jessica Mora Mission Wealth

Jessica Mora

CFP®, BFA

Client Advisor


Jessica Mora Mission Wealth

Jessica Mora

CFP®, BFA

Client Advisor

“The smallest act of kindness is worth more than the greatest intention.”

- Kahlil Gibran

Role at Mission Wealth

Jessica Mora serves as a Client Advisor for Mission Wealth. In this process she becomes acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.


Contact Information

Department:

Advisory Team

Professional Background

Before working at Mission Wealth, Jessica got her start in financial planning while working at Kaye Capital Management in Los Angeles. 


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 has earned her Certified Financial Planner and Behavioral Finance Advisor designations.

Credentials

Personal Pursuits

In Jessica's free time, you can catch her doing everything she can to be active outdoors. She enjoys hiking, spending time at the beach, and bike riding.


Member of the Mission Wealth Women on a Mission group, which is an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Spotlight on Jessica Mora

In this interview from 2018, Jessica discusses growing up on the Central Coast, her love of the outdoors and her interest in behavioral finance.


Jessica Mora
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