Gerald Mitchell Cfp®

Gerald Mitchell Cfp® Email and Phone Number

Chief Operating Officer | Partner | Financial Advisor @ CLG Wealth Management
Long Beach, CA, US
Gerald Mitchell Cfp®'s Location
Long Beach, California, United States, United States
Gerald Mitchell Cfp®'s Contact Details

Gerald Mitchell Cfp® work email

Gerald Mitchell Cfp® personal email

n/a
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.

Gerald Mitchell Cfp®'s Current Company Details
CLG Wealth Management

Clg Wealth Management

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Chief Operating Officer | Partner | Financial Advisor
Long Beach, CA, US
Gerald Mitchell Cfp® Work Experience Details
  • Clg Wealth Management
    Chief Operating Officer | Partner | Financial Advisor
    Clg Wealth Management
    Long Beach, Ca, Us
    View
  • Clg Wealth Management
    Chief Operating Officer | Partner | Financial Advisor
    Clg Wealth Management Oct 2023 - Present
    4821 E. 2Nd St, Long Beach, Ca 90803
    View
  • Clg Wealth Management
    Head Of Operations | Financial Advisor
    Clg Wealth Management Jan 2017 - Oct 2023
    4821 E. 2Nd Street, Long Beach, Ca 90803 - 310-329-5150 Ext. 286
    View
  • Cetera Advisor Networks Llc
    Financial Advisor
    Cetera Advisor Networks Llc Oct 2014 - Dec 2023
    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.
    View
  • Creighton University
    Student
    Creighton University Aug 2009 - May 2014
    View
  • Axa Advisors
    Intern
    Axa Advisors Jun 2013 - Aug 2013
    Omaha (Great Plains Branch)
    View

Gerald Mitchell Cfp® Skills

Financial Planning Health Insurance

Gerald Mitchell Cfp® Education Details

Frequently Asked Questions about Gerald Mitchell Cfp®

What company does Gerald Mitchell Cfp® work for?

Gerald Mitchell Cfp® works for Clg Wealth Management

What is Gerald Mitchell Cfp®'s role at the current company?

Gerald Mitchell Cfp®'s current role is Chief Operating Officer | Partner | Financial Advisor.

What is Gerald Mitchell Cfp®'s email address?

Gerald Mitchell Cfp®'s email address is ge****@****ton.edu

What schools did Gerald Mitchell Cfp® attend?

Gerald Mitchell Cfp® attended Creighton University, Creighton University's Heider College Of Business.

What skills is Gerald Mitchell Cfp® known for?

Gerald Mitchell Cfp® has skills like Financial Planning, Health Insurance.

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