Portrait of Jenna Rogers

Jenna Rogers MS, CFP®, AAMS™, AWMA™

Partner and Managing Director

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

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

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?

What Clients Say

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 Rogers, Partner and Managing Director

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

Volunteers from the Santa Barbara Bucket Brigade pose with harvested vegetables under a red canopy in a community garden.
A group of seven friends posing together on a rooftop with drinks, surrounded by tall buildings and greenery.
A family poses together at an ancient amphitheater, smiling joyfully while holding a young child.
A woman speaks at a podium outdoors, engaging the audience with a smile and a microphone in hand.
Five professionals pose together at an outdoor networking event with palm trees and tables in the background.

About Mission Wealth

Discover True Wealth | The Mission Wealth Client Experience

Media & Speaking Engagements

Smiling woman in a white blazer with layered necklaces, showcasing a professional and approachable demeanor.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an Introduction to Jenna Rogers

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Latest Insights

View All Insights

Our team.
Meet the experts in your corner.

Meet the full team

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

Request an introduction.

Request an introduction.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Address*

By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.

Smiling woman in a white blazer with layered necklaces, showcasing a professional and approachable demeanor.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

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 and Mission Wealth may be the right fit to support your life and financial goals.