Jessica Mora
CFP® BFA™
Client Advisor
Jessica Mora
CFP® BFA™
Client Advisor
“The smallest act of kindness is worth more than the greatest intention.”
– Kahlil Gibran
Role at Mission Wealth
Jessica 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 Jessica
In this interview, Jessica discusses growing up on the Central Coast, her love of the outdoors and her interest in behavioral finance.
To read about our interview with Jessica, take a look at our Spotlight on the Team: Jessica Mora article!
Specializations
Contact Information
Office Location: Los Angeles, CA
Email: jmora@nullmissionwealth.com
Direct Line: (805) 690-9074
Role at Mission Wealth
Jessica 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 Jessica
In this interview, Jessica discusses growing up on the Central Coast, her love of the outdoors and her interest in behavioral finance.
To read about our interview with Jessica, take a look at our Spotlight on the Team: Jessica Mora article!
Specializations
Contact Information
Office Location: Los Angeles, CA
Email: jmora@nullmissionwealth.com
Direct Line: (805) 690-9074
Career Highlights
Before working at Mission Wealth, Jessica got her start in financial planning while working at Kaye Capital Management in Los Angeles.
Jessica earned her Certified Financial Planning Certificate in Financial Planning and Services from UCLA Extension and has earned her Certified Financial Planner designation. Next she will continue her education with a focus on behavioral finance.
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.
Behavioral Finance Advisor™
“The CFP gives advisors the knowledge they need to serve their clients and Behavioral Financial Advice, or BFA, gives them the wisdom.” – Mike Greene, Board of Directors, Chairman of the CFP Board
Career Highlights
Before working at Mission Wealth, Jessica got her start in financial planning while working at Kaye Capital Management in Los Angeles.
Jessica earned her Certified Financial Planning Certificate in Financial Planning and Services from UCLA Extension and has earned her Certified Financial Planner designation. Next she will continue her education with a focus on behavioral finance.
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.
Behavioral Finance Advisor™
“The CFP gives advisors the knowledge they need to serve their clients and Behavioral Financial Advice, or BFA, gives them the wisdom.” – Mike Greene, Board of Directors, Chairman of the CFP Board
Personal Pursuits
In Jessica’s free time, you can catch her doing everything she can to be active outdoors. She enjoys hiking, spending time at the beach, and bike riding.
Education
Bachelor of Arts in Psychology from the University of California, Santa Barbara (UCSB)
Personal Pursuits
In Jessica’s free time, you can catch her doing everything she can to be active outdoors. She enjoys hiking, spending time at the beach, and bike riding.
Education
Bachelor of Arts in Psychology from the University of California, Santa Barbara (UCSB)