Mitch Grushen CFP®

Partner and Senior Wealth Advisor

Based in Los Angeles, Mitch helps individuals and families coordinate complex financial decisions across retirement, investments, taxes, estate planning, asset protection, cash flow, and liquidity.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Mitch Typically Helps

Individuals and families with complex or interconnected financial needs, households seeking comprehensive wealth management, clients who value a high-touch and personalized planning relationship.

Serving Clients in

Los Angeles • Beverly Hills • Santa Monica • Westwood • Pasadena • South Bay • Burbank • Communities throughout Southern California

Available nationwide through virtual meetings

Questions Mitch Helps Answer

How can I create a coordinated retirement plan?
How should my investments be managed within my broader plan?
What tax-planning opportunities should I consider?
How can I coordinate estate planning and asset protection?
How can I organize cash flow and liquidity needs?

Eva H.

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Aalap S.

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Sarah S.

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Rick R.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

Shara A.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

Mitch Grushen is a Partner and Senior Wealth Advisor at Mission Wealth, serving Los Angeles, California, and surrounding areas. With a focus on providing personalized investment management, financial planning, risk management, and tax strategy solutions, Mitch helps business owners, professionals, and retirees achieve their financial goals. He brings a deep understanding of the financial industry and a commitment to delivering exceptional service. He is dedicated to empowering his clients to take control of their finances and achieve long-term financial success.
In 2025, Mitch joined the Mission Wealth Partner group.

At its core, I believe comprehensive financial planning is a noble endeavor that has the power to transform lives and improve the overall well-being of anyone who seeks professional advice and guidance.

—Mitch Grushen, Partner and Senior Wealth Advisor

Mitch’s Frequently Asked Questions

What should I expect when I begin working with Mitch as my financial advisor?

Clients can expect a high-touch review of their financial situation across retirement, estate planning, taxes, investments, asset protection, cash flow, and liquidity. Mitchell then develops a personalized approach and draws on Mission Wealth’s specialized resources and professionals as appropriate.

Will I work directly with Mitch, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Mitch if I live outside Los Angeles or my situation is not listed above?

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.

Mitch has a Bachelor of Science with a concentration in Personal Wealth Management and Insurance from the University of Alabama and is a CERTIFIED FINANCIAL PLANNER™.

Personal Pursuits

Mitch is based in Los Angeles, where he spends his time with his wife 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.

Request an introduction to Mitch Grushen.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Mitch Grushen and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction