The Lady squad is a community for independent, creative women to come together and find financial peace of mind.
Jenna Rogers has known since she was in middle school that she wanted to help others with their finances. She was raised by a single mom who struggled each day to make ends meet. She would help her mom track her budget and find areas to save wherever possible. In 2008 after graduating from CSU Channel Islands in Camarillo, CA she began working as a Financial Advisor with Mission Wealth, a Santa Barbara investment firm. She obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) mark in 2011 and obtained her Master of Science degree in personal financial planning in 2014. Jenna becomes intimately acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement. She especially loves working with women, young families, divorcees and self-employed business owners such as artists and designers.
Pacific Coast Business Times: 40 Under 40, 2015
Worth Magazine: Masters Degree in Personal Financial Planning
Guest Lecturer at Santa Barbara City College for Finance 101 Course
Presenter at Go Red Luncheon 2013, Santa Barbara, CA