Jessica Mora

CFP®

Client Advisor Associate

 
 

Jessica Mora


CFP®

Client Advisor Associate

“The smallest act of kindness is worth more than the greatest intention.”

– Kahlil Gibran

Role at Mission Wealth

Jessica gathers up-to-date data and documents from clients, putting together financial analyses for wealth management reviews and year-end reviews. She also prepares investment reports and financial scenarios. She works closely with Client Advisors to provide an outstanding level of service.

 
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!

Contact Information

Office Location: Santa Barbara, CA
Email: jmora@nullmissionwealth.com
Direct Line: (805) 690-9074

Role at Mission Wealth

Jessica gathers up-to-date data and documents from clients, putting together financial analyses for wealth management reviews and year-end reviews. She also prepares investment reports and financial scenarios. She works closely with Client Advisors to provide an outstanding level of service.

 
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!

Contact Information

Office Location: Santa Barbara, 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, Financial Planning and Services, from UCLA Extension. She just received her Certified Financial Planner designation from the University of California, Los Angeles. Next she hopes to continue her education with a focus on behavioral finance.

Credentials

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.

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, Financial Planning and Services, from UCLA Extension. She just received her Certified Financial Planner designation from the University of California, Los Angeles. Next she hopes to continue her education with a focus on behavioral finance.

Credentials

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.

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)

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