Always a pleasure doing business with you.
Jenna Rogers MS, CFP®, AAMS™, AWMA™
Based in Santa Barbara, Jenna helps women navigating divorce or the loss of a spouse build clarity, confidence, and sustainable income through major financial transitions
Ways to Connect
Who Jenna Typically Helps
Families seeking multi-generational financial guidance, widows adjusting to new financial responsibilities, independent women looking for greater clarity and confidence, women navigating divorce, and clients who value patient, thoughtful, and easy-to-understand advice.
Serving Clients in
Santa Barbara • Montecito • Santa Ynez • Ventura • Thousand Oaks • Westlake Village • Communities throughout the Central Coast and Conejo Valley
Available nationwide through virtual meetings
Questions Jenna Helps Answer
- How can I create reliable income in retirement?
- What does my retirement cash flow show about my ability to meet my goals?
- How can I plan charitable gifts?
- How should I evaluate Covered California options?
- How can I organize my finances during or after a divorce or the loss of a spouse?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
Jenna Rogers is a Partner and Managing Director 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’s Frequently Asked Questions
Clients can expect a patient and highly personal experience centered on their questions, concerns, and priorities. Jenna believes no question is a bad question and takes the time needed to explain financial topics in clear, understandable language. Her meetings follow the client’s agenda, with the goal of helping them feel informed, empowered, and confident in their decisions
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 earned 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 also holds her CERTIFIED FINANCIAL PLANNER™ designation, 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 with her husband, Ryan, and sons Huxley and Hendrix. She also enjoys staying active, taking photographs, reading, adding to her wine collection, and cooking.
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.
Media & Speaking Engagements
-
How Advisors Can Help Clients Plan for Fertility Treatment Costs (opens in a new window)
Financial Planning | July 2026
Media & Speaking Engagements
-
How Advisors Can Help Clients Plan for Fertility Treatment Costs (opens in a new window)
Financial Planning | July 2026
Request an introduction to Jenna Rogers.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Jenna Rogers and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor