Portrait of Rory Macdonald

Rory Macdonald MA, CFP®

Partner and Senior Wealth Advisor

Based in San Diego, Rory helps individuals and families coordinate private investments, retirement planning, portfolio strategy, taxes, and estate considerations through comprehensive wealth planning.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

Who Rory Typically Helps

Pre-retirees and retirees, families seeking a comprehensive family office approach, clients interested in private and alternative investments, households with complex or interconnected financial needs.

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 Rory Helps Answer

  • How can I diversify private and alternative investments?
  • How can I prepare for retirement and create sustainable income?
  • How can I coordinate portfolio allocation with tax planning?
  • How should I integrate estate planning with investment decisions?
  • How can my family office needs be organized into one comprehensive wealth plan?

What Clients Say About Mission Wealth

Christopher E.

10/15/2026

Comprehensive plan that has been yielding steady results. Good two way communication. Appreciate the tax planning advice and the long-term view on managing assets and my financial needs.

George D.

10/04/2026

I have been with Mission Wealth for 16 years and have been very impressed with this firm. The advisors are professional, knowledgeable, and caring toward their clients. They fulfill their fiduciary obligations well and are always looking to improve your portfolio. I strongly recommend them.

Eva H.

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Aalap S.

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Sarah S.

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

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.”

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.

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.

Request an introduction to Rory Macdonald.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Rory Macdonald and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction

Our team.
Meet the experts in your corner.

Meet the full team

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

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

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Request an introduction
to Rory Macdonald.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Rory Macdonald and Mission Wealth may be the right fit to support your life and financial goals.