Mitchell Grushen

Client Advisor Associate


 

Mitchell Grushen

Client Advisor Associate

“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 works closely with a team of Client Advisors, analyzing current data from clients and putting together financial plans, wealth management reviews and year-end reports. He also prepares investment reports and financial scenarios.

Contact Information

Office Locations: Santa Barbara, CA; Denver, CO; Scottsdale, AZ; Tucson, AZ; Austin, TX; Houston, TX
Email: mgrushen@nullmissionwealth.com
Direct Line: (805) 690-9007

Role at Mission Wealth

Mitchell works closely with a team of Client Advisors, analyzing current data from clients and putting together financial plans, wealth management reviews and year-end reports. He also prepares investment reports and financial scenarios.

Contact Information

Office Locations: Santa Barbara, CA; Denver, CO; Scottsdale, AZ; Tucson, AZ; Austin, TX; Houston, TX
Email: mgrushen@nullmissionwealth.com
Direct Line: (805) 690-9007

Career Highlights

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

He is currently pursuing the Certified Financial Planner designation and hopes to take the examination in 2018.

Career Highlights

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

He is currently pursuing the Certified Financial Planner designation and hopes to take the examination in 2018.

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.

Education

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

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.

Education

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

Meet More of Our Team

BACK TO TEAM PAGE
 

You Dream. We Deliver. Together.

We would love to hear from you! Please take a minute to let us know how we can help you and we will be in touch.