Mitch Grushen CFP®
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
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?
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’s Frequently Asked Questions
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.
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.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor