Jessica Mora CFP®, ABFP™, BFA™

Partner and Senior Wealth Advisor

Based in New York City, Jessica helps independent women, Google employees, retirees, and multigenerational families build clear financial roadmaps through retirement, inheritance, sudden wealth, and major life transitions

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Jessica Typically Helps

Independent women, self-made women, women navigating divorce or the loss of a spouse, Google employees, pre-retirees and retirees, families navigating inheritance, multigenerational families.

Serving Clients in

New York City • Brooklyn • Manhattan • Los Angeles • Beverly Hills • Santa Monica • Communities throughout New York and Southern California

Available nationwide through virtual meetings

Questions Jessica Helps Answer

How can I build a financial roadmap for cash flow and savings?
How can I prepare for retirement and create sustainable income?
How should I integrate an inheritance or sudden wealth into my plan?
What should I prioritize financially after losing a spouse?
How can I coordinate tax, charitable, and estate planning?

Jessica Mora, Partner and Senior Wealth Advisor at Mission Wealth, is committed to delivering tailored financial planning, asset protection, and tax planning solutions to individuals and businesses between New York City and Los Angeles, California. She takes pride in providing a personalized approach to wealth management, taking the time to understand her clients’ unique financial situations and goals. With her extensive expertise in navigating the complexities of the financial world, Jessica offers customized solutions that meet the needs of her clients.

Jessica was promoted to the partnership group at Mission Wealth in January, 2024.

I have a true passion for helping clients navigate the complex world of finance. I am able to guide clients in answering some of life's biggest questions and ultimately help them achieve their financial goals. Seeing my clients succeed is my ultimate mission.

—Jessica Mora, Partner and Senior Wealth Advisor

Jessica’s Frequently Asked Questions

What should I expect when I begin working with Jessica as my financial advisor?

Clients can expect Jessica to begin by creating a clear financial roadmap that becomes the foundation for cash flow, savings, tax, estate, and charitable planning. She helps clients quantify their goals, understand the steps involved, and build an actionable strategy designed to keep them organized, accountable, and moving in the right direction

Will I work directly with Jessica, and who else may support my financial plan?

Jessica will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Jessica will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Jessica if I live outside New York City or my situation is not listed above?

Yes. Jessica meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

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 Advisor^SM designations.

Jessica was promoted to the partnership group at Mission Wealth in January, 2024.

Personal Pursuits

Originally from Santa Ynez Valley, California, Jessica Mora lived in Los Angeles before relocating to Brooklyn, NY. Outside of work, she’s a food and wine enthusiast who loves to explore everything her city offers. Jessica also enjoys traveling to connect with people and broaden her perspectives. In her downtime, you can find her spending time with Cowboy (her King Charles dog), taking a reformer Pilates class, or simply enjoying a good read.

Learn more about Jessica in this 2018 Spotlight interview.

Community Impact

In addition to her professional pursuits, Jessica enjoys 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.