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
EN
Emil Nazaretyan
Partner and Director of Investments
MA
Matthew Adams
CEO & Managing Partner
WR
Walter Rizo
Senior Investment Associate
Jose Latorre
Investment Associate
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management