Great company & team to work with! We moved our IRA's to Mission Wealth about 4 years ago & we are happy we did.
Rory Macdonald MA, CFP®
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
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?
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.
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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