Rachel Roberts

Operations Director

Scottsdale

"I thoroughly enjoy collaborating with our dedicated wealth advisors and their clients. Being able to bridge the gap between the planning stage and the final outcome is an incredibly rewarding experience for me."

Rachel Roberts is an Operations Director at Mission Wealth. She works closely with her Wealth Advisors and Client Services Representatives team to prepare new account paperwork and perform ongoing account maintenance for clients. Rachel also acts as a point of contact for clients, addressing their inquiries and providing personalized support throughout their financial journey.

"I thoroughly enjoy collaborating with our dedicated wealth advisors and their clients. Being able to bridge the gap between the planning stage and the final outcome is an incredibly rewarding experience for me."

Rachel Roberts is an Operations Director at Mission Wealth. She works closely with her Wealth Advisors and Client Services Representatives team to prepare new account paperwork and perform ongoing account maintenance for clients. Rachel also acts as a point of contact for clients, addressing their inquiries and providing personalized support throughout their financial journey.

Learn About Rachel Roberts

Professional Background

With over a decade of financial service and risk management experience, Rachel brings a strong focus on efficiency, service, and collaboration to her role as Operations Director for our Colorado and Texas regions. She excels at creating and maintaining streamlined systems that support our internal teams while enhancing the experience for advisors and their clients alike. Known for her proactive mindset and attention to detail, Rachel plays a key role in optimizing daily operations and driving process improvements.

Personal Pursuits

Outside the office, Rachel is passionate about yoga, meditation, and breathwork as part of an active, mindful lifestyle. An avid home cook and baker, she enjoys hosting friends and family, and enjoys exploring the local food scene in the Phoenix and Scottsdale areas.

Community Impact

Rachel feels called towards philanthropic efforts that focus on underserved communities, children's wellbeing, as well as the elimination of food deserts through urban gardening and farming.

In the News

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The SpaceX IPO has arrived. Learn tax strategies, equity planning, diversification tips, and wealth management considerations for employees, early investors, and prospective shareholders.

Photos that celebrate Seth Streeter's Retirement Announcement from Mission Wealth

Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact

After more than 26 years of visionary leadership, Mission Wealth celebrates the retirement of Co-Founder and Chief Impact Officer Seth Streeter. From helping build one of the nation’s leading independent wealth management firms to championing life-centered planning, community impact, and meaningful relationships, Seth leaves behind a legacy that will continue to inspire our team, clients, and communities for generations to come.

Mission Wealth Named 2026 Company of the Year by the South Coast Business & Technology Awards

Mission Wealth is honored to receive the 2026 Company of the Year award from the South Coast Business & Technology Awards in Santa Barbara, recognizing our commitment to clients, community, and purpose-driven growth.

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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