Jeremy Ragar MFin, CFA®, CFP®

Partner and Senior Wealth Advisor

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

In-person visits
Video Meetings
Phone Meetings

Request an introduction

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?

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 Ragar, Partner and Senior Wealth Advisor

Jeremy’s Frequently Asked Questions

What should I expect when I begin working with Jeremy as my financial advisor?

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

Will I work directly with Jeremy, and who else may support my financial plan?

Jeremy will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Jeremy will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Jeremy if I live outside Scottsdale or my situation is not listed above?

Yes. Jeremy meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

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.