Julianna Rote Client Advisor Mission Wealth

Julianna Rote

In by Mission Wealth

Julianna Rote Partner and Senior Wealth Advisor at Mission Wealth

Julianna Rote

CFP®, AAMS™, AWMA™

Partner and Senior Wealth Advisor

San Diego

(310) 301-0221

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"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, 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.

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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.
Steve & Helen G. - Current Clients
Testimonials appearing on this website have been received by current clients of Mission Wealth Management LP. All testimonials reflect the experiences of those who have used our services in some way or another. However, they are individual results and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials do not necessarily represent all who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website. 00528533 07/23

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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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