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.”
Role at Mission Wealth
Rory becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, risk management and tax planning solutions to assist them in making their dreams a reality.
To read about our interview with Rory, take a look at our Spotlight on the Team: Rory Macdonald article!
Specializations
Career Highlights
Rory began his career in finance as an intern at Merrill Lynch. Shortly after finishing his graduate studies he joined Mission Wealth in 2012.
Credentials
Personal Pursuits
Rory was born in Sydney, Australia, before relocating to Orange County, CA, where he spent the majority of his childhood. Rory currently lives in Marina del Rey in the Los Angeles area. He was an ocean lifeguard for several years and continues to enjoy spending time at the beach and maintaining an active lifestyle.
Education
Bachelor of Arts in Business Economics at University of California, Santa Barbara, with a minor in Exercise and Health Science
Master of Arts in Economics at UC Santa Barbara
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