Certified Financial Planner®

BIOGRAPHY

Mitch currently serves as a Financial Planning Strategist, where he works with advisors to create comprehensive financial plans for clients. Prior to joining Pure, Mitch worked as a financial advisor at a local wealth management firm focused on comprehensive financial planning and asset management. Before that, Mitch worked as a business tax compliance associate at a global public accounting firm.

Mitch graduated from UCLA, earning his BA in Business Economics with a minor in accounting. During his time in the financial services industry, Mitch earned his CERTIFIED FINANCIAL PLANNER® certification in 2020 and previously held his California Certified Public Accountant (CPA) license.

Mitch married his wife, Heather, in 2016, and they have two sons. When he’s not in the office, Mitch enjoys family bike rides, playing basketball, and taking trips to the snow.