Julianna Rote is a Partner and Senior Wealth Advisor at Mission Wealth, serving individuals and businesses across San Diego, California and the surrounding area. She is committed to providing personalized financial planning services that encompass asset management and tax planning. Julianna firmly believes in delivering exceptional service and is dedicated to supporting her clients through every stage of their lives, adapting their financial plans to meet their evolving needs. With her focus on customized solutions, Julianna ensures that her clients receive tailored guidance that helps them achieve their financial goals.
Julianna Rote
Partner | Senior Wealth Advisor
Mission Wealth
United States, California, San Diego County
About Me
Profile Information
Partner | Senior Wealth Advisor
Mission Wealth
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
San Diego County
California
United States
Jul 27, 2024
More profiles to browse
MA
Matthew Adams
CEO & Managing Partner
Dannell Stuart
President and Partner
GS
Gregory Smith
Director of Financial Planning and Compliance Specialist
Steve Caltagirone
Partner and Managing Director
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc