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Jesse Pantano, Cfa, Cfp® Email & Phone Number
Partner | Senior Wealth Advisor
at
Mission Wealth
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Partner | Senior Wealth Advisor
Location
United States, United States, United States
Company size
Who is Jesse Pantano, Cfa, Cfp®? Overview
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Quick answer
Jesse Pantano, Cfa, Cfp® is listed as Partner | Senior Wealth Advisor at Mission Wealth, a company with 166 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Jesse Pantano, Cfa, Cfp®.
Jesse Pantano, Cfa, Cfp® previously worked as Senior Wealth Advisor at Mission Wealth and Senior Vice President at Clarfeld | Citizens Private Wealth. Jesse Pantano, Cfa, Cfp® studied at James Madison University.
Company email context
Email format at Mission Wealth
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Mission Wealth
Review company-level records connected to Jesse Pantano, Cfa, Cfp® before choosing the right outreach path.
Profile bio
About Jesse Pantano, Cfa, Cfp®
As a Senior Wealth Advisor at Mission Wealth, I am dedicated to serving clients in the South East Region including Florida, Georgia, South Carolina, and North Carolina. Specializing in developing customized investment strategies, estate planning, and financial planning solutions, I strive to align my clients' current and long-term goals with tailored strategies. With over two decades of experience in the financial services industry, I am committed to delivering personalized services that exceed my clients' expectations. Throughout my career, I have held distinguished positions in wealth management across the Northeast, including in New Jersey, New York City, and in my hometown of Philadelphia.If you're interested in discussing how I can assist you or your client in achieving your financial goals and developing a personalized wealth management strategy, please connect with me on LinkedIn or review our website at missionwealth.com.
Current workplace
Jesse Pantano, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Mission Wealth
7 roles · 23 years
Jesse Pantano, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
Current
2022 - Present
~4 yrs 4 mos
Senior Vice President
2019 - 2022
~3 yrs
Regional Vice President
2018 - 2020
~2 yrs
Investment Sales
2017 - 2018
~1 yr
Senior Financial Consultant
2009 - 2017
~8 yrs
Financial Advisor
2003 - 2009
~6 yrs
Team & coworkers
Colleagues at Mission Wealth
Other employees you can reach at missionwealth.com. View company contacts for 166 employees →
RD
Rick D. Gonzalez, Mba, Cfp®, Cima®
Colleague at Mission Wealth
Los Angeles, California, United States, United States
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DW
Diane Williamson
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
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EN
Emil Nazaretyan
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
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JG
Jake Grendahl
Colleague at Mission Wealth
San Diego, California, United States, United States
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JL
Jake Laughlin
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
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GP
Gregory Prince, Cfa, Cfp®
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
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IB
Irene Biddle
Colleague at Mission Wealth
Lake In The Hills, Illinois, United States, United States
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MD
Michael Dittamo
Colleague at Mission Wealth
Carpinteria, California, United States, United States
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KK
Kristi Kearney, Cpa, Cfp®
Colleague at Mission Wealth
Denver, Colorado, United States, United States
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MP
Mia Parnell, Cfp®, Mba
Colleague at Mission Wealth
Austin, Texas, United States, United States
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Rick D. Gonzalez, Mba, Cfp®, Cima®
Colleague at Mission Wealth
Los Angeles, California, United States, United States
View →
DW
Diane Williamson
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
View →
EN
Emil Nazaretyan
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
View →
JG
Jake Grendahl
Colleague at Mission Wealth
San Diego, California, United States, United States
View →
JL
Jake Laughlin
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
View →
GP
Gregory Prince, Cfa, Cfp®
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
View →
IB
Irene Biddle
Colleague at Mission Wealth
Lake In The Hills, Illinois, United States, United States
View →
MD
Michael Dittamo
Colleague at Mission Wealth
Carpinteria, California, United States, United States
View →
KK
Kristi Kearney, Cpa, Cfp®
Colleague at Mission Wealth
Denver, Colorado, United States, United States
View →
MP
Mia Parnell, Cfp®, Mba
Colleague at Mission Wealth
Austin, Texas, United States, United States
View →
2 education records
Jesse Pantano, Cfa, Cfp® education
Education record
Education record
FAQ
Frequently asked questions about Jesse Pantano, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jesse Pantano, Cfa, Cfp® work for?
Jesse Pantano, Cfa, Cfp® works for Mission Wealth.
What is Jesse Pantano, Cfa, Cfp®'s role at Mission Wealth?
Jesse Pantano, Cfa, Cfp® is listed as Partner | Senior Wealth Advisor at Mission Wealth.
Where is Jesse Pantano, Cfa, Cfp® based?
Jesse Pantano, Cfa, Cfp® is based in United States, United States, United States while working with Mission Wealth.
What companies has Jesse Pantano, Cfa, Cfp® worked for?
Jesse Pantano, Cfa, Cfp® has worked for Mission Wealth, Clarfeld | Citizens Private Wealth, Mercer Advisors, Blackrock, and Td Ameritrade.
Who are Jesse Pantano, Cfa, Cfp®'s colleagues at Mission Wealth?
Jesse Pantano, Cfa, Cfp®'s colleagues at Mission Wealth include Rick D. Gonzalez, Mba, Cfp®, Cima®, Diane Williamson, Emil Nazaretyan, Jake Grendahl, and Jake Laughlin.
How can I contact Jesse Pantano, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Jesse Pantano, Cfa, Cfp® at Mission Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jesse Pantano, Cfa, Cfp® attend?
Jesse Pantano, Cfa, Cfp® studied at James Madison University.
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