Mitch Grushen Client Advisor Mission Wealth

Mitchell Grushen

In by Mission Wealth

Mitchell Grushen Mission Wealth

Mitchell Grushen

CFP®

Client Advisor


Mitchell Grushen Mission Wealth

Mitchell Grushen

CFP®

Client Advisor

"I strongly believe that financial planning at its roots is such a noble cause, and that it can really change the lives and well-being of anyone who seeks professional advice and needs guidance."

Role at Mission Wealth

Mitchell becomes personally acquainted with the specific goals and financial lives of his clients, and then delivers customized financial planning, risk management, and tax strategies to assist in their goal achievement.

Contact Information

Team Location: Orange County, Los Angeles, San Diego, Arizona

Department: Advisory Team


Professional Background

Before working at Mission Wealth, Mitchell got his start in financial planning while working at Pure Financial Advisors in San Diego.

Mitchell has a Bachelor of Science with a concentration in Personal Wealth Management and Insurance from the University of Alabama.

Credentials

Personal Pursuits

In his free time, Mitchell likes to be outdoors and to travel. He enjoys golfing, going to the beach, and rooting for the Crimson Tide on Saturdays.

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