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!

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.

Credentials

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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