CoverProfile

Julianna Rote

Partner | Senior Wealth Advisor

Mission Wealth

United States, California, San Diego County

About Me

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.

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

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