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