Learn About Mitchell Grushen
Professional Background
Mitch began his career in financial planning at Pure Financial Advisors in San Diego before joining the team at Mission Wealth. Early in his career, Mitch was fortunate to have been mentored by a highly respected advisor who provided him with invaluable guidance and training and gave him an edge going into his career in wealth management. Mitch is deeply committed to providing comprehensive planning grounded in both practical experience and academic expertise. He finds the most rewarding part of his work is the opportunity to build lasting, trusting relationships with his clients and see their hard work translate into peace and happiness in their lives.
Personal Pursuits
Mitch is based in Los Angeles, where he spends his time with his significant other and family, enjoying the sunny weather year-round.
In his free time, Mitch loves to travel and cross off bucket list destinations, whether it's a weekend getaway or an international trip. He likes to stay active and is an avid golfer. On weekends, he is often found cheering on the Crimson Tide during college football season.
In the News
Restricted Stock Units: Proactive Strategies for Tech Professionals
Restricted Stock Units (RSUs) are a common form of income for employees at large tech companies and need proper tax and diversification planning.About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.