rory-mcdonald-profile

Rory Macdonald

In by Mission Wealth

Rory Macdonald Mission Wealth

Rory Macdonald

MA, CFP®, APMA®, AWMA®

Client Advisor


Rory Macdonald Mission Wealth

Rory Macdonald

MA, CFP®, APMA®, AWMA®

Client Advisor

The most important aspect of being a wealth management advisor is — "Being in tune with the unique financial situation and long-term goals of each individual client. Only when the driving forces behind a client’s actions are fully understood is it possible to act in their best interest throughout every aspect of their wealth management plan.”

Role at Mission Wealth

Rory Macdonald serves as a Client Advisor for Mission Wealth. In this process Mr. Macdonald becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, risk management and tax planning solutions to assist them in making their dreams a reality.


Contact Information

Team Location: Orange Country, Los Angeles, San Diego, Arizona

Department:

Advisory Team

Professional Background

Rory began his career in finance as an intern at Merrill Lynch. Shortly after finishing his graduate studies he joined Mission Wealth in 2012.


Rory has a Bachelor of Arts in Business Economics at University of California, Santa Barbara, with a minor in Exercise and Health Science. He also has a Master of Arts in Economics from UC Santa Barbara.

Credentials

Personal Pursuits

Rory was born in Sydney, Australia, before relocating to Orange County, CA, where he spent the majority of his childhood. Rory currently lives in Marina del Rey in the Los Angeles area. He was an ocean lifeguard for several years and continues to enjoy spending time at the beach and maintaining an active lifestyle.

Spotlight on Rory Macdonald

In this interview from 2018, we learn that Rory is a citizen of not only the United States but two other countries. He also provides a helpful piece of financial advice on how to set budget goals and make improvements.


Rory Macdonald
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