Jenna Rogers

MS, CFP®, AAMS®, AWMA®

Client Advisor

 
 

Jenna Rogers

MS, CFP®, AAMS®, AWMA®

Client Advisor

“The day has truly been great when I’ve enjoyed a leisurely morning with my husband and dogs, stayed present throughout the day and had a great yoga practice before bed. Ending the day knowing I did all that I could to help someone find financial peace of mind confirms why I love serving others through being an advisor.”

Role at Mission Wealth

Jenna becomes intimately acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.

 
Spotlight on Jenna

In this interview, you’ll learn a bit about her outlook on life and her love for travel.

To read about our interview with Jenna, take a look at our Spotlight on the Team: Jenna Rogers article!

Specializations

Contact Information
Office Location: Santa Barbara, CA
Email: jrogers@nullmissionwealth.com
Direct Line: (805) 690-3909

Role at Mission Wealth

Jenna becomes intimately acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.

 
Spotlight on Jenna

In this interview, you’ll learn a bit about her outlook on life and her love for travel.

To read about our interview with Jenna, take a look at our Spotlight on the Team: Jenna Rogers article!

Specializations

Contact Information
Office Location: Santa Barbara, CA
Email: jrogers@nullmissionwealth.com
Direct Line: (805) 690-3909

Career Highlights

Jenna has been with Mission Wealth since 2008. During that time she has obtained numerous certifications and has taught lectures at multiple events on financial planning, including guest lecturing every quarter for Santa Barbara City College’s Finance 101 course. She has been quoted in many publications, such as TheStreet, LifeZette, CreditCards.com and Realtor.com.

Credentials

Career Highlights

Jenna has been with Mission Wealth since 2008. During that time she has obtained numerous certifications and has taught lectures at multiple events on financial planning, including guest lecturing every quarter for Santa Barbara City College’s Finance 101 course. She has been quoted in many publications, such as TheStreet, LifeZette, CreditCards.com and Realtor.com.

Credentials

Community Involvement

  • Junior League of Santa Barbara – local involvement
  • Girl’s Inc. of Santa Barbara – local involvement
  • Young Professionals of Santa Barbara – member
  • Newcomers of Santa Barbara – member
  • American Cancer Society’s Relay for Life – participant

Awards + Recognition

Jenna was recognized by Pacific Coast Business Times as “Top 40 Under 40” in 2015.

Disclosures

Personal Pursuits

Jenna enjoys traveling and tries to visit one new country each year. She loves staying active, taking photos, reading and cooking healthy meals with her husband and two Boston Terriers.
 
Jenna traveling in London

Education

Bachelor of Science with honors in Business Administration with an emphasis in financial services from California State University Channel Islands

Master of Science in Personal Financial Planning from the College for Financial Planning
 
Jenna in the News

Jenna Recommends

Community Involvement

  • Junior League of Santa Barbara – local involvement
  • Girl’s Inc. of Santa Barbara – local involvement
  • Young Professionals of Santa Barbara – member
  • Newcomers of Santa Barbara – member
  • American Cancer Society’s Relay for Life – participant

Awards + Recognition

Jenna was recognized by Pacific Coast Business Times as “Top 40 Under 40” in 2015.

Disclosures

Personal Pursuits

Jenna enjoys traveling and tries to visit one new country each year. She loves staying active, taking photos, reading and cooking healthy meals with her husband and two Boston Terriers.
 
Jenna traveling in London

Education

Bachelor of Science with honors in Business Administration with an emphasis in financial services from California State University Channel Islands

Master of Science in Personal Financial Planning from the College for Financial Planning
 
Jenna in the News

Jenna Recommends

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