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Gerald Mitchell Cfp® Email & Phone Number
Chief Operating Officer | Partner | Financial Advisor
at
CLG Wealth Management
1 work email found
@clg.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Operating Officer | Partner | Financial Advisor
Location
Long Beach, California, United States
Who is Gerald Mitchell Cfp®? Overview
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Quick answer
Gerald Mitchell Cfp® is listed as Chief Operating Officer | Partner | Financial Advisor at CLG Wealth Management, based in Long Beach, California, United States. AeroLeads shows a work email signal at clg.com and a matched LinkedIn profile for Gerald Mitchell Cfp®.
Gerald Mitchell Cfp® previously worked as Head of Operations | Financial Advisor at Clg Wealth Management and Financial Advisor at Cetera Advisor Networks Llc. Gerald Mitchell Cfp® holds Bachelor Of Business Administration (Bba), Financial Planning And Marketing from Creighton University.
Company email context
Email format at CLG Wealth Management
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*@clg.com
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AeroLeads found 1 current-domain work email signal for Gerald Mitchell Cfp®. Compare company email patterns before reaching out.
Profile bio
About Gerald Mitchell Cfp®
Gerald Mitchell Cfp® is a Chief Operating Officer | Partner | Financial Advisor at CLG Wealth Management. He possess expertise in financial planning, health insurance.
Listed skills include Financial Planning and Health Insurance.
Current workplace
Gerald Mitchell Cfp®'s current company
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6 roles
Gerald Mitchell Cfp® work experience
A career timeline built from the work history available for this profile.
Chief Operating Officer | Partner | Financial Advisor
Current
Oct 2023 - Present
Head Of Operations | Financial Advisor
Jan 2017 - Oct 2023
Financial Advisor
Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Advisory services also offered through CLG LLC. Cetera is under separate ownership from any other named entity. CA Insurance License #0J18827.
Oct 2014 - Dec 2023
Student
Aug 2009 - May 2014
Intern
Jun 2013 - Aug 2013
2 education records
Gerald Mitchell Cfp® education
Bachelor Of Business Administration (Bba), Financial Planning And Marketing
Education record
FAQ
Frequently asked questions about Gerald Mitchell Cfp®
Quick answers generated from the profile data available on this page.
What company does Gerald Mitchell Cfp® work for?
Gerald Mitchell Cfp® works for CLG Wealth Management.
What is Gerald Mitchell Cfp®'s role at CLG Wealth Management?
Gerald Mitchell Cfp® is listed as Chief Operating Officer | Partner | Financial Advisor at CLG Wealth Management.
What is Gerald Mitchell Cfp®'s email address?
AeroLeads has found 1 work email signal at @clg.com for Gerald Mitchell Cfp® at CLG Wealth Management.
Where is Gerald Mitchell Cfp® based?
Gerald Mitchell Cfp® is based in Long Beach, California, United States while working with CLG Wealth Management.
What companies has Gerald Mitchell Cfp® worked for?
Gerald Mitchell Cfp® has worked for Clg Wealth Management, Cetera Advisor Networks Llc, Creighton University, and Axa Advisors.
How can I contact Gerald Mitchell Cfp®?
You can use AeroLeads to view verified contact signals for Gerald Mitchell Cfp® at CLG Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Gerald Mitchell Cfp® attend?
Gerald Mitchell Cfp® holds Bachelor Of Business Administration (Bba), Financial Planning And Marketing from Creighton University.
What skills is Gerald Mitchell Cfp® known for?
Gerald Mitchell Cfp® is listed with skills including Financial Planning and Health Insurance.
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