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Jenna Rogers

In by Mission Wealth

Jenna Rogers, Partner and Senior Wealth Advisor

Jenna Rogers

MS, CFP®, AAMS, AWMA

Partner and Senior Wealth Advisor

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"There’s nothing more rewarding than being told by a client that they feel educated and confident financially, thanks to my advice. It is truly the best thing I could ask for!"

Jenna Rogers is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in Santa Barbara, California. She joined Mission Wealth in 2008 and specializes in delivering customized financial planning and tax planning solutions to assist clients in achieving their goals. With expertise in advising clients with company stock options, young families, divorcees, and independent women, Jenna becomes intimately acquainted with each client's specific goals and financial lives.

"There’s nothing more rewarding than being told by a client that they feel educated and confident financially, thanks to my advice. It is truly the best thing I could ask for!"

Jenna Rogers is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in Santa Barbara, California. She joined Mission Wealth in 2008 and specializes in delivering customized financial planning and tax planning solutions to assist clients in achieving their goals. With expertise in advising clients with company stock options, young families, divorcees, and independent women, Jenna becomes intimately acquainted with each client's specific goals and financial lives.

Learn About Jenna Rogers

Professional Background

Jenna Rogers has earned numerous certifications throughout her tenure. She's a sought-after speaker on financial planning and has lectured at several events, including guest lecturing for Santa Barbara City College's Finance 101 course. Jenna's expertise has been featured in a number of publications, such as TheStreet, LifeZette, CreditCards.com, and Realtor.com.

Jenna holds a Bachelor of Science degree with honors in Business Administration with an emphasis in Financial Services from California State University Channel Islands, and a Master of Science degree in Personal Financial Planning from the College for Financial Planning. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2012, demonstrating her commitment to providing top-notch financial planning services.

Personal Pursuits

In addition to her professional accomplishments, Jenna is passionate about personal pursuits. She has a thirst for travel and makes it a priority to visit a new country each year. She also enjoys staying active, taking photographs, reading, adding to her wine collection, and cooking with her husband Ryan, son Huxley, and Boston Terrier Monroe.

Community Impact

Jenna is actively involved in her community and serves on the board of CALM, where she is a member of the Finance Committee, Investment Workgroup, and Legacy Society. She previously served on the Leadership Team for the Junior League of Santa Barbara for eight years and co-chaired the Santa Barbara Newcomers Young Professionals Committee.

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.

Jenna Rogers Volunteering

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During the introductory meeting, the advisor will discuss your current financial situation, future goals, and aspirations. They will also answer your questions and introduce you to Mission Wealth’s services.

Mission Wealth is a Registered Investment Advisor. You will be matched with an advisor based on your information provided in this questionnaire. We will not be able to provide specific financial advice during the discovery meeting. Our services are currently available to U.S. residents only. Mission Wealth's investment minimum is $1,000,000.

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