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 latest insights from our experts