Our opinionated, skeptical family agrees that Jeremy Ragar is a valued advisor and highly deserving of his partnership. We truly appreciate his guidance and hope to continue working with him for years to come.
Jeremy Ragar MFin, CFA®, CFP®
Based in Scottsdale, Jeremy helps retirees and individuals with concentrated stock connect investments, retirement income, taxes, cash flow, and estate considerations through coordinated planning
Ways to Connect
Who Jeremy Typically Helps
Pre-retirees and retirees, individuals with concentrated stock positions, experienced investors seeking to improve an existing plan, clients with complex financial situations, people who want to participate actively in the planning process
Serving Clients in
Phoenix • Scottsdale • Paradise Valley • Tucson • San Diego • Communities throughout Arizona and Southern California
Available nationwide through virtual meetings
Questions Jeremy Helps Answer
- How can I prepare for retirement and create sustainable income?
- How can I reduce lifetime tax exposure?
- How should I manage a concentrated stock position?
- How can I coordinate investments with cash flow needs?
- How can I connect tax and estate considerations with my broader financial plan?
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.
Jeremy Ragar is a Senior Wealth Advisor at Mission Wealth, serving clients in San Diego, California; Scottsdale and Tucson, Arizona, and surrounding areas. Through building strong relationships with his clients, he gains a deep understanding of their unique financial goals and situations.
With this knowledge, Jeremy develops customized investment approaches, personalized tax strategies, and comprehensive financial plans to help his clients achieve their long-term objectives. Jeremy’s expertise is further enhanced by his role as a key member of the Mission Wealth Investment Committee. As part of this committee, he leverages his in-depth knowledge of the financial industry and investment trends to ensure his clients receive the most current and effective financial advice possible.
In 2026, Jeremy joined the Mission Wealth Partner group.
I love being able to help my clients achieve their financial goals and secure their future. It's incredibly rewarding to develop personalized investment and financial plans that can make a real difference in their lives, building strong relationships with my clients and being there for them through all of life's ups and downs.
Jeremy’s Frequently Asked Questions
Clients can expect a collaborative process that brings investments, budgeting, tax planning, retirement, and estate considerations into one coordinated strategy. Jeremy works closely with clients who want to understand their options, participate in decisions, and identify opportunities to improve an existing financial plan
Professional Background
Before serving as a Senior Wealth Advisor, Jeremy Ragar worked on Mission Wealth’s Investment Team in a trading and research capacity. Outside of Mission Wealth, he also spent time at a public pension fund as an analyst specializing in alternative investments, and also worked as an associate at a boutique Santa Barbara financial services firm, focusing on client relations. With his extensive experience in both investment research and client relations, Jeremy is well-equipped to provide comprehensive financial planning and personalized investment strategies to Mission Wealth clients.
He earned a Bachelor of Science in Business with a Finance Concentration from Montana State University and graduated with the highest honors. Jeremy also earned a Master of Finance from Creighton University and his Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations.
Personal Pursuits
Jeremy loves spending quality time with his wife Kristyan and their two dogs. He is passionate about real estate and closely follows local market trends. As an aspiring trail-runner, he hopes to complete the Bridger Ridge Run, a challenging 20-mile mountain race located in his hometown of Bozeman, Montana.
Community Impact
Jeremy is passionate about contributing to the vibrant community in Bozeman, Montana. He regularly volunteers his time and resources to various causes and initiatives that aim to make a positive impact on the community, with a focus on those providing financial literacy. From participating in local events to supporting local businesses, Jeremy is dedicated to building a stronger, more vibrant community.
Request an introduction to Jeremy Ragar.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Jeremy Ragar and Mission Wealth may be the right fit to support your life and financial goals.
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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