CERTIFIED FINANCIAL PLANNER® certification

Enrolled Agent

BIOGRAPHY

Mitchel graduated from California State University, Stanislaus in 2021 with a Bachelor of Arts in Economics and a minor in Computer Science. He began his professional career in public accounting, where he gained hands-on experience preparing individual and business tax returns. He later transitioned to a firm specializing in real estate taxation, where he spent several years as a Senior Tax Advisor helping real estate investors and business owners navigate complex tax strategies. In total, Mitchel brings five years of public accounting experience to his work and holds the Enrolled Agent (EA) credential.

Mitchel recently passed the CERTIFIED FINANCIAL PLANNER® exam in November 2025 and is currently completing the experience requirement, which he expects to fulfill in April 2026. He now serves as a Financial Planning Strategist at Pure Financial Advisors, where he supports advisors in building comprehensive, tax-aware financial plans to help clients achieve their long-term goals.

Outside of work, Mitchel enjoys paddleboarding, camping, running, and traveling. He has visited destinations including Australia, Fiji, Hawaii, Paris, Lisbon, Rome, and Monaco. He values spending time with friends and family and is currently training for a Sprint Triathlon scheduled for May 2026.