Julianna Rote

CFP®, AAMS®, AWMA®

Client Advisor

 
 

Julianna Rote

CFP®, AAMS®, AWMA®

Client Advisor

“I genuinely feel that the most meaningful impact you can make on someone’s life is to make sure they are financially secure.”

Role at Mission Wealth

Julianna 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 the lead Client Advisors to provide an outstanding level of client service.

 
Spotlight on Julianna

In this interview – the first of our “Spotlight on the Team” interviews – she shares a little about her journey to becoming a Client Advisor.

To read about our interview with Julianna, take a look at our Spotlight on the Team: Julianna Rote article!

Contact Information

Office Location: Los Angeles, CA; San Diego, CA; Westlake Village, CA
Email: jrote@nullmissionwealth.com
Direct Line: (310) 301-0221

Role at Mission Wealth

Julianna 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 the lead Client Advisors to provide an outstanding level of client service.

 
Spotlight on Julianna

In this interview – the first of our “Spotlight on the Team” interviews – she shares a little about her journey to becoming a Client Advisor.

To read about our interview with Julianna, take a look at our Spotlight on the Team: Julianna Rote article!

Contact Information

Office Location: Los Angeles, CA; San Diego, CA; Westlake Village, CA
Email: jrote@nullmissionwealth.com
Direct Line: (310) 301-0221

Career Highlights

Julianna has been with Mission Wealth since 2014. She is a series 65 licensed Registered Investment Advisor, and she earned her CERTIFIED FINANCIAL PLANNER™ designation in April 2017.

Credentials

Career Highlights

Julianna has been with Mission Wealth since 2014. She is a series 65 licensed Registered Investment Advisor, and she earned her CERTIFIED FINANCIAL PLANNER™ designation in April 2017.

Credentials

Community Involvement

Julianna is a member of the Junior League, which is an organization of women committed to promoting volunteerism, developing the potential of women and improving the community through effective action.

Personal Pursuits

Julianna grew up in Thousand Oaks, CA, and currently lives in San Diego. She loves fashion and traveling but her true passions are animals and food. She is always finding ways to support animal rights and promote adoption. You can find her at the local Farmer’s Market prepping for her next meal.

Spotlight on Julianna

After three years with our firm, she is very excited about her role as a Client Adviser. In this interview, she shares about her journey to becoming a Client Advisor.

To read about our interview with Julianna, take a look at our Spotlight on the Team: Julianna Rote article!

Education

Bachelor of Arts in Economics & Mathematics from the University of California, Santa Barbara (UCSB)

Certified Financial Planning Certificate, Financial Planning and Services, from UCLA Extension
 
Julianna Recommends

Community Involvement

Julianna is a member of the Junior League, which is an organization of women committed to promoting volunteerism, developing the potential of women and improving the community through effective action.

Personal Pursuits

Julianna grew up in Thousand Oaks, CA, and currently lives in San Diego. She loves fashion and traveling but her true passions are animals and food. She is always finding ways to support animal rights and promote adoption. You can find her at the local Farmer’s Market prepping for her next meal.

Spotlight on Julianna

After three years with our firm, she is very excited about her role as a Client Adviser. In this interview, she shares about her journey to becoming a Client Advisor.

To read about our interview with Julianna, take a look at our Spotlight on the Team: Julianna Rote article!

Education

Bachelor of Arts in Economics & Mathematics from the University of California, Santa Barbara (UCSB)

Certified Financial Planning Certificate, Financial Planning and Services, from UCLA Extension
 
Julianna Recommends

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