Learn About Julianna Rote
Professional Background
Since joining Mission Wealth in 2014, Julianna Rote has played a vital role as a key member of the Southwest team. Her financial planning journey began when she interned at Merrill Lynch, and she has since discovered her passion for wealth advising, serving in different capacities in Santa Barbara and San Diego. In 2023, Julianna advanced to the next level of leadership and was named a Partner at Mission Wealth. As a Registered Investment Advisor with a series 65 license and the CERTIFIED FINANCIAL PLANNER™ designation, Julianna is highly qualified to provide her clients with expert financial guidance.
Julianna's academic achievements include a Bachelor of Arts degree in Economics & Mathematics from the University of California, Santa Barbara and a Certified Financial Planning Certificate in Financial Planning and Services from UCLA Extension.
Personal Pursuits
Originally from Ventura County, Julianna has since made San Diego her home. While she has a keen interest in fashion and travel, her greatest passion is advocating for animal rights and promoting adoption. On the weekends she enjoys spending time with her husband, and her rescue dog, Remy.
Community Impact
In addition advocating for animal rights and adoption, Julianna previously served as a member of the Junior League of Santa Barbara, an organization of women dedicated to promoting volunteerism, empowering women, and improving communities through effective action.
As a member of the Women on a Mission group, she is part of 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.
We chose Mission Wealth over 3 other wealth managers because of how they presented a well-thought-out financial and tax management strategy 3 years ago. Over time they have proven to be fantastic wealth managers with well-performing results, but what has impressed us the most is their accessibility and personal interest in our overall relationship. Julianna has our complete trust and confidence, and at no time are we left wondering what is happening with our portfolio. We feel we have a fully integrated tax, wealth, and estate partnership at Mission Wealth with Julianna taking the lead.
Interested in Becoming a Client?
Take Our Advisor Match Questionnaire Below
The Advisor Match Assessment below is the quickest way to be paired with an advisor tailored to your location and requirements. Once you complete the assessment, we will contact you and ask a few brief questions to better understand your needs and preferences, ensuring we connect you with the right advisory team and set up your initial meeting.
During the introductory meeting, the advisor will discuss your current financial situation, future goals, and aspirations. They will also answer your questions and introduce you to Mission Wealth’s services.
