Wilson

Mitchell

CFP®, CRPC™

picture of a planner

Here to act in your best interests

About me

I am passionate about financial education and its impact on clients’ lives. I decided to pursue a career in financial planning after reading Ric Edelman's Ordinary People, Extraordinary Wealth in my college personal finance class. I'm proud to be part of an organization that emphasizes client-centered financial planning services.

Certifications

CERTIFIED FINANCIAL PLANNER™

Chartered Retirement Planning Counselor™

Education

Bachelor of Science, Finance - University of Utah

Visit one of our Locations

Phoenix II - Chandler

3100 West Ray Road

Suite 334

Chandler, AZ 85226

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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