Wilson Mitchell
CFP®, CRPC™
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
Working with Us
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Certain services provided on an educational and guidance basis only.
