Julianna Rote CFP®
Based in San Diego, Julianna helps women, couples, and individuals approaching retirement create coordinated plans for income, taxes, investments, estate decisions, and long-term family goals
Ways to Connect
Who Julianna Typically Helps
Independent women, women navigating divorce or the loss of a spouse, pre-retirees and retirees, couples preparing for retirement, individuals seeking guidance as they transition from accumulating wealth to creating income
Serving Clients in
San Diego • La Jolla • Del Mar • Rancho Santa Fe • Newport Beach • Irvine • Communities throughout Southern California
Available nationwide through virtual meetings
Questions Julianna Helps Answer
- How can I transition from saving to spending in retirement?
- How can I create sustainable retirement income and organize cash flow?
- How should tax decisions affect my retirement plan?
- How can I align investments with my financial plan?
- How can I coordinate estate and legacy planning?
Julianna Rote is a Partner and Senior Wealth Advisor at Mission Wealth, serving individuals and businesses across San Diego, California and the surrounding area. She is committed to providing personalized financial planning services that encompass asset management and tax planning. Julianna firmly believes in delivering exceptional service and is dedicated to supporting her clients through every stage of their lives, adapting their financial plans to meet their evolving needs. With her focus on customized solutions, Julianna ensures that her clients receive tailored guidance that helps them achieve their financial goals.
My top priority is to educate and empower my clients, equipping them with the knowledge and tools they need to make informed and confident decisions regarding their personal finances and investments. I believe that there is no greater impact you can make on someone's life than to help them achieve financial security.
Julianna’s Frequently Asked Questions
Clients can expect to begin with a discovery conversation focused on clearly defining their goals, priorities, and expectations. Julianna then develops a financial plan and investment portfolio designed to support those goals while addressing cash flow, taxes, estate considerations, and legacy planning. Her goal is to help clients feel organized and prepared for a retirement in which they can enjoy their lives and support the people they care about
Professional Background
Since joining Mission Wealth in 2014, Julianna Rote has played a vital role as a key member of the Southwest team. Her financial planning journey began when she interned at Merrill Lynch, and she has since discovered her passion for wealth advising, serving in different capacities in Santa Barbara and San Diego. In 2023, Julianna advanced to the next level of leadership and was named a Partner at Mission Wealth. As a Registered Investment Advisor with a series 65 license and the CERTIFIED FINANCIAL PLANNER™ designation, Julianna is highly qualified to provide her clients with expert financial guidance.
Julianna’s academic achievements include a Bachelor of Arts degree in Economics & Mathematics from the University of California, Santa Barbara and a Certified Financial Planning Certificate in Financial Planning and Services from UCLA Extension.
Personal Pursuits
Originally from Ventura County, Julianna has since made San Diego her home. While she has a keen interest in fashion and travel, her greatest passion is advocating for animal rights and promoting adoption. On the weekends she enjoys spending time with her husband, daughter, and her rescue dog, Remy.
Community Impact
In addition advocating for animal rights and adoption, Julianna previously served as a member of the Junior League of Santa Barbara, an organization of women dedicated to promoting volunteerism, empowering women, and improving communities through effective action.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor