Jessica Mora Client Advisor Mission Wealth

Jessica Mora

In by Mission Wealth

Jessica Mora Senior Wealth Advisor

Jessica Mora

CFP®, ABFPSM, BFATM

Partner and Senior Wealth Advisor

New York, Los Angeles

New York: (917) 745-3731; California: (805) 690-9074

CONTACT JESSICA

"I have a true passion for helping clients navigate the complex world of finance. I am able to guide clients in answering some of life's biggest questions and ultimately help them achieve their financial goals. Seeing my clients succeed is my ultimate mission."

Jessica Mora, Partner and Senior Wealth Advisor at Mission Wealth, is committed to delivering tailored financial planning, asset protection, and tax planning solutions to individuals and businesses between New York City and Los Angeles, California. She takes pride in providing a personalized approach to wealth management, taking the time to understand her clients' unique financial situations and goals. With her extensive expertise in navigating the complexities of the financial world, Jessica offers customized solutions that meet the needs of her clients.

Jessica was promoted to the partnership group at Mission Wealth in January, 2024. 

"I have a true passion for helping clients navigate the complex world of finance. I am able to guide clients in answering some of life's biggest questions and ultimately help them achieve their financial goals. Seeing my clients succeed is my ultimate mission."

Jessica Mora, Partner and Senior Wealth Advisor at Mission Wealth, is committed to delivering tailored financial planning, asset protection, and tax planning solutions to individuals and businesses between New York City and Los Angeles, California. She takes pride in providing a personalized approach to wealth management, taking the time to understand her clients' unique financial situations and goals. With her extensive expertise in navigating the complexities of the financial world, Jessica offers customized solutions that meet the needs of her clients.

Jessica was promoted to the partnership group at Mission Wealth in January, 2024. 

Learn About Jessica Mora

Professional Background

Jessica Mora's foray into the financial planning industry started at Kaye Capital Management in Los Angeles, where she garnered valuable experience and honed her skills. Her time there provided her with a strong foundation and deep understanding of the complexities of the financial world. This experience allowed her to develop a unique skill set that she leverages to help her clients achieve their financial goals.

She has a Bachelor of Arts Degree in Psychology from the University of California, Santa Barbara and obtained her Certificate in Financial Planning and Services from UCLA Extension. Jessica also has earned her CERTIFIED FINANCIAL PLANNER™, Accredited Behavioral Finance Professional™, and Behavioral Finance AdvisorSM designations.

Jessica was promoted to the partnership group at Mission Wealth in January, 2024. 

Personal Pursuits

Originally from Santa Ynez Valley, California, Jessica Mora spent time in Los Angeles before relocating to Brooklyn, NY. Outside of work, she's a home cooking enthusiast who loves to explore everything her city offers. Jessica also enjoys traveling, fueled by her natural curiosity and love for adventure. In her downtime, she's either on her Peloton or enjoying a good read, preferably outside when those perfect East Coast weather days align.

Learn more about Jessica in this 2018 Spotlight interview.

Community Impact

In addition to her professional pursuits, Jessica is deeply committed to volunteering and giving back to her Brooklyn community. She volunteers at North Brooklyn Angels, a non-profit organization that provides meals to the community, and has been involved with the organization since 2017. Her dedication to making a positive impact on the world extends beyond her work at Mission Wealth, making her an asset to both her clients and the broader community.

Skyler Kraemer Volunteering in New York City

In the News

Mission Wealth Market Update 11/7/24

Mission Wealth Market Update 11/7/24

All eyes were on Washington this week with the U.S. election and the Fed announcing its interest rate policy. Please see our thoughts below.
2024 Year-End Tax Planning Strategies

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As we near the end of 2024, there are some year-end tax, estate, and charitable planning strategies you should consider.
2024 Q3 Investor Psychology Commentary – Dealing with Market Volatility

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Last quarter, we distilled everything you need to know about markets during presidential elections; this quarter’s theme is dealing with market volatility.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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