Julianna Rote CFP®

I am, by-nature, more actively-involved in our investments. A customer of roughly 4 years, I find myself occasionally 2nd-guessing allocations or recommendations. What I have found is that Julianna Rote, on-point for us with her MW teammates, does a tremendous job providing information, visibility and more importantly perspective. Beyond that, Julianna has taken unexpected effort in looking at even the smaller aspects of our finances with a view to ensuring our continued well-being. That shows a personal concern that we value very highly. Thank You, Julianna!

Our experience with Mission Wealth has exceeded all expectations, particularly when compared with our experiences at previous firms. Our advisor, Julianna Rote, has been exceptional, and the financial guidance and support we receive have been outstanding. Julianna expertly guides us through our overall financial strategy and its implementation, while also keeping track of the many details of our personal financial situation. Her combination of expertise, attention to detail, and genuine personal commitment sets her apart. One example that stands out is the support Julianna provided to my wife as she served as executor of her two late sisters’ estates. Julianna went above and beyond to help navigate the transfer and distribution of assets to the heirs, making a complicated process much easier to manage. We are deeply grateful for the time and effort. We feel fortunate to have Julianna on our side. We wholeheartedly recommend Julianna and Mission Wealth.

I have been with Mission Wealth for 16 years and have been very impressed with this firm. The advisors are professional, knowledgeable, and caring toward their clients. They fulfill their fiduciary obligations well and are always looking to improve your portfolio. I strongly recommend them.

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Dear Julianna, I wanted to take a moment to express my sincere gratitude for the exceptional guidance you've provided. Your expertise, patience, and dedication have made an enormous difference in helping me build and fund a strong, reliable retirement IRA. Knowing that my future is on such solid footing brings me tremendous peace of mind, and that's entirely thanks to your thoughtful planning and consistent support. You've gone above and beyond at every step, and I truly appreciate the clarity and confidence you bring to what can otherwise feel overwhelming. Working with you has been one of the best financial decisions I've made. Thank you for being outstanding at what you do and for helping me secure a brighter future.

Our experience with Mission Wealth, most especially Julianna R. In the San Diego office has been wonderful. From the 1st meeting and every meeting after I have always understood her explanations and what she’s doing with our portfolio. She even got us back 42,000 on our last taxes. She found a mistake our CPA had made and amended the tax return. I highly recommend Mission Wealth.

I am a satisfied client of Mission Wealth, and because of the excellent work that Julianna is doing in taking care of our financial resources. Not only does Julianna have high levels of financial expertise, but she is extremely thorough and pays intense attention to detail. As an example, in her prep for our meeting, she had noticed that my regular pension payment was missing from my 2021 tax return, an omission both the CPA and I had missed. We were able to quickly file an amended return before the extension deadline today, thereby avoiding any penalties. Even more importantly, the income-oriented strategy that she has overseen (with the help of Brian and others, of course) has played out very well in the current negative markets. At this point, I'm sure glad I chose Mission Wealth and Julianna to manage our wealth.

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.

As I neared retirement, I managed our investments myself. When I actually retired, I watched all the financial news/shows, updated my Excel worksheets weekly, researched new investment possibilities, etc., etc., etc. At first, I really enjoyed the process, felt involved, invested, and responsible. But fairly quickly I realized that I was spending a lot of my retirement free time doing all this stuff. What started out as enjoyment was quickly turning into another job. Retirement was getting stressful. That’s when I realized it was time to turn to the professionals. Mission Wealth was the clear winner of our research efforts, and what a relief to turn over my “job” to the pros. Mission Wealth, and Julianna in particular, have given back my retirement to me, and I can’t thank them enough. Our investments continue to grow nicely, and our feeling of security couldn’t be higher.