With thirty-five years of financial planning experience, and a commitment to client centered services, Mitchell specializes in meeting the complex needs of clients, especially the Pre and Post-retiree. Frequently interviewed in the past by The Los Angeles Times, New York Times, Wall Street Journal and FNN-TV, and appearing in Newsweek, Time, U.S. News & World Report, Money and Forbes, he has
often been quoted on topics ranging from business and estate planning to retirement, asset allocation and lower risk investment strategies for the retiree.
• Past Board Member Orange County Chapter of the Financial Planning Association
• Past Board Member UCI Personal Financial Planning Program Advisory Board
• Past Professional Education Chair for the Orange County Chapter of the Financial Planning Association
He has an abiding passion for backpacking, white water rafting and travelling the world with his family. Seeing this world in its natural state and in its cultural diversity broadens Mitchell’s horizons and in his opinion, leads to a better understanding of people and their hopes for tomorrow.