Portrait of Jesse Pantano

Jesse Pantano CFA®, CFP®

Partner and Managing Director

Based in Fort Lauderdale, Jesse helps individuals and families navigate complex investment, estate, and financial planning decisions through customized guidance

Ways to Connect

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

Who Jesse Typically Helps

Individuals and families seeking comprehensive financial guidance, households with complex planning needs, clients who want investment and estate decisions coordinated, families who value personalized service and a long-term relationship.

Serving Clients in

Fort Lauderdale • Boca Raton • Tampa • Greensboro • Alpharetta • Charleston • Communities throughout the Southeast

Available nationwide through virtual meetings

Questions Jesse Helps Answer

  • How can I develop a customized investment strategy?
  • How can I coordinate estate planning with broader financial goals?
  • How can I organize complex financial decisions?
  • How can I align my current strategy with long-term priorities?
  • How should my plan adapt as my circumstances evolve?

What Clients Say About Mission Wealth

Eva H.

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Aalap S.

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Sarah S.

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Rick R.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

Shara A.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

Jesse Pantano is a Partner and Managing Director at Mission Wealth, serving the entire Southeast Region, including our offices in Fort Lauderdale and Tampa, Florida; Greensboro, North Carolina; and Georgia and South Carolina.
He specializes in developing customized investment, estate, and financial planning solutions that align with his clients’ current and long-term goals. Jesse’s commitment to delivering personalized services has earned him a reputation for going above and beyond for his clients.
In 2025, Jesse joined the Mission Wealth Partner group.

I'm grateful to work with exceptional individuals at Mission Wealth and have the opportunity to positively impact my clients' lives. It's a privilege to be entrusted with their financial well-being, and I strive to offer the best guidance and support for their financial and life goals.

—Jesse Pantano, Partner and Managing Director

Jesse’s Frequently Asked Questions

Clients can expect a personalized and collaborative relationship focused on their current needs and long-term goals. Jesse brings together financial planning, investment strategy, and estate planning considerations to create customized solutions, while providing attentive guidance as circumstances and priorities change

Professional Background

Jesse Pantano is a seasoned financial services professional with more than two decades of experience. He brings a wealth of experience to his role as Managing Director at Mission Wealth and has held distinguished positions in wealth management throughout the Northeast, including in New Jersey, New York City, and Philadelphia.

He earned his bachelor’s degree in business administration from James Madison University in 2002 and has since obtained both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® designations. With his extensive background and expertise, Jesse is well-equipped to provide his clients with customized financial solutions and help them achieve their goals.

Community Impact

Jesse Pantano is not only dedicated to his hobbies but also to giving back to his community through volunteering his time and expertise to various causes. He has participated in relief efforts for natural disasters, including Hurricane Ian, and strives to make a positive impact in his community in any way possible.

Media & Speaking Engagements

Media & Speaking Engagements

Request an introduction to Jesse Pantano.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Jesse Pantano 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.

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

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

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Request an introduction
to Jesse Pantano.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Jesse Pantano and Mission Wealth may be the right fit to support your life and financial goals.