Rory Macdonald Client Advisor Mission Wealth

Rory Macdonald

In by Mission Wealth

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Rory Macdonald

MA, CFP®, APMA™, AWMA™

Partner and Senior Wealth Advisor

San Diego

(858) 876-8456

CONTACT RORY

Rory Macdonald

MA, CFP®, APMA™, AWMA™

Partner and Senior Wealth Advisor

San Diego

(858) 876-8456

CONTACT RORY

"The most important aspect of being a wealth management advisor is being in tune with the unique financial situation and long-term goals of each individual client. Only when the driving forces behind a client’s actions are fully understood is it possible to act in their best interest throughout every aspect of their wealth management plan.”

Rory Macdonald is a Partner and Senior Wealth Advisor at Mission Wealth, serving individuals and businesses throughout San Diego and surrounding Southern California area. With a focus on developing investment, estate, and financial planning strategies, Rory works closely with clients to understand their current and long-term goals. As an experienced investment professional, he is dedicated to helping individuals navigate the financial markets and manage unexpected life events, all while providing the emotional support needed to make informed decisions about their financial future. Rory is also a member of the Mission Wealth Investment Committee, where he specializes in customized portfolio management and alternative investments.

"The most important aspect of being a wealth management advisor is being in tune with the unique financial situation and long-term goals of each individual client. Only when the driving forces behind a client’s actions are fully understood is it possible to act in their best interest throughout every aspect of their wealth management plan.”

Rory Macdonald is a Partner and Senior Wealth Advisor at Mission Wealth, serving individuals and businesses throughout San Diego and surrounding Southern California area. With a focus on developing investment, estate, and financial planning strategies, Rory works closely with clients to understand their current and long-term goals. As an experienced investment professional, he is dedicated to helping individuals navigate the financial markets and manage unexpected life events, all while providing the emotional support needed to make informed decisions about their financial future. Rory is also a member of the Mission Wealth Investment Committee, where he specializes in customized portfolio management and alternative investments.

Learn About Rory Macdonald

Personal Pursuits

Rory Macdonald, who was born in Sydney, Australia, spent his childhood in Orange County before settling down in San Diego, California. Outside of work, Rory likes to maintain an active lifestyle and has a keen interest in ocean activities such as surfing and paddleboarding. His experience as an ocean lifeguard for several years has instilled in him a deep appreciation for the beauty and power of the ocean. When not at the beach, Rory also enjoys hiking, traveling, and trying out new restaurants.

Professional Background

Rory Macdonald's journey in finance started with an internship at Merrill Lynch. After finishing his graduate studies, he joined Mission Wealth in 2012. Through his hard work and dedication, Rory has rapidly progressed to the role of Partner and Senior Wealth Advisor, leading a team of wealth advisors and associates in southern California to provide their clients with tailored investment and financial planning strategies to achieve their long-term goals.

Rory has a Bachelor of Arts in Business Economics, with a minor in Exercise and Health Science, and a Master of Arts in Economics from the University of California, Santa Barbara. He also holds the CERTIFIED FINANCIAL PLANNER™ designation.

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It’s hard to believe that it’s been five months since my husband passed away. During this time, I have experienced some breaks in concentration, which I attribute to the 'widow fog.' As my husband's Alzheimer's disease advanced, Rory has been a constant support to help me cope with the changes that have occurred and those yet to come.

I am writing to express my gratitude for Mission Wealth's unwavering assistance to my husband and me over the last decade. Without your support, I could not have managed it all. Thank you once again.

Geri G. - Current Client
Testimonials appearing on this website have been received by actual current clients of Mission Wealth Management LP. All testimonials reflect the experiences of those that have used our services in some way or another. However, they are individual results and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials are not necessarily representative of all of those who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website. 00516017 04/23

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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