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Wilson

Mitchell

CFP®, CRPC™

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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 PLANNERâ„¢

Chartered Retirement Planning Counselorâ„¢

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

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