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!

• Financial Planning
• Tax Management

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.