Julianna Rote

CFP^®

Partner and Senior Wealth Advisor

San Diego

"My top priority is to educate and empower my clients, equipping them with the knowledge and tools they need to make informed and confident decisions regarding their personal finances and investments. I believe that there is no greater impact you can make on someone's life than to help them achieve financial security."

Julianna Rote is a Partner and Senior Wealth Advisor at Mission Wealth, serving individuals and businesses across San Diego, California and the surrounding area. She is committed to providing personalized financial planning services that encompass asset management and tax planning. Julianna firmly believes in delivering exceptional service and is dedicated to supporting her clients through every stage of their lives, adapting their financial plans to meet their evolving needs. With her focus on customized solutions, Julianna ensures that her clients receive tailored guidance that helps them achieve their financial goals.

"My top priority is to educate and empower my clients, equipping them with the knowledge and tools they need to make informed and confident decisions regarding their personal finances and investments. I believe that there is no greater impact you can make on someone's life than to help them achieve financial security."

Julianna Rote is a Partner and Senior Wealth Advisor at Mission Wealth, serving individuals and businesses across San Diego, California and the surrounding area. She is committed to providing personalized financial planning services that encompass asset management and tax planning. Julianna firmly believes in delivering exceptional service and is dedicated to supporting her clients through every stage of their lives, adapting their financial plans to meet their evolving needs. With her focus on customized solutions, Julianna ensures that her clients receive tailored guidance that helps them achieve their financial goals.

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, daughter, 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.

Hear Directly From Mission Wealth Clients

HD N. (00878644 03/26), Virgina W. (00827273 11/25), Jim D. (00515443 10/22), Steve & Helen G. (00528533 07/23), Tim & Corky K. (00632957 10/24)

In the News

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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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