Rory Macdonald
MA, CFP®, APMA®, AWMA®
Client Advisor
Rory Macdonald
MA, CFP®, APMA®, AWMA®
Client Advisor
Rory Macdonald
MA, CFP®, APMA®, AWMA®
Client Advisor
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 Specializations
Contact Information
Office Location: Los Angeles, CA; San Diego, CA; Irvine, CA; Scottsdale, AZ; Tucson, AZ; Westlake Village, CA
Email: rmacdonald@nullmissionwealth.com
Direct Line: (949) 295-2482
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
Contact Information
Office Location: Los Angeles, CA; San Diego, CA; Irvine, CA; Scottsdale, AZ; Tucson, AZ; Westlake Village, CA
Email: rmacdonald@nullmissionwealth.com
Direct Line: (949) 295-2482
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
Master of Arts in Economics
An MA in economics provides graduates with the tools needed to conduct applied economic research, as well as providing sound preparation practical use for professionals working in financial institutions, government, and think tanks throughout the world.
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Accredited Portfolio Management AdvisorSM
Individuals who hold this designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
Accredited Wealth Management Advisor®
Those who have earned this designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
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
Master of Arts in Economics
An MA in economics provides graduates with the tools needed to conduct applied economic research, as well as providing sound preparation practical use for professionals working in financial institutions, government, and think tanks throughout the world.
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Accredited Portfolio Management AdvisorSM
Individuals who hold this designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
Accredited Wealth Management Advisor®
Those who have earned this designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
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, (UCSB) with a minor in Exercise and Health Science
Master of Arts in Economics at UC Santa Barbara
Meet More of Our Team
BACK TO TEAM PAGEPersonal 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, (UCSB) with a minor in Exercise and Health Science
Master of Arts in Economics at UC Santa Barbara