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
- Independent Women
- Business Owners
- Young Families
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
- Independent Women
- Business Owners
- Young Families
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
Master of Science in Personal Financial Planning
Those who have earned an MS in Financial Planning are prepared to advise their clients on a wide spectrum of financial needs. Course topics include advanced pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis and portfolio management, and financial statement analysis. The curriculum is based on a client-centered, problem-solving method using case studies to give students a hands-on approach.
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Accredited Asset Management Specialist
This designation is awarded to those who have successfully completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
Accredited Wealth Management Advisor®
Those who have earned this designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
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
Master of Science in Personal Financial Planning
Those who have earned an MS in Financial Planning are prepared to advise their clients on a wide spectrum of financial needs. Course topics include advanced pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis and portfolio management, and financial statement analysis. The curriculum is based on a client-centered, problem-solving method using case studies to give students a hands-on approach.
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Accredited Asset Management Specialist
This designation is awarded to those who have successfully completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
Accredited Wealth Management Advisor®
Those who have earned this designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
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.
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
- Article: How to Build a Financial Future in Your 20s
- Article: Surprising Ways Filing Your Taxes Will Change After Baby
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.
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
- Article: How to Build a Financial Future in Your 20s
- Article: Surprising Ways Filing Your Taxes Will Change After Baby
Jenna Recommends