Mitchell Guralski, Cfp®, Aif®, Crps® Email & Phone Number

Wisconsin, United States

Wausau, Wisconsin, United States

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Founded in 1999, Wipfli Financial is headquartered in Milwaukee, WI. We have offices in Illinois, Minnesota, Missouri, Pennsylvania and Wisconsin, and are proud affiliates of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s advisory operations, services and fees is set forth in Wipfli Financial’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost at www.adviserinfo.sec.gov. We provide our clients with detailed financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We are committed to serving our clients in a manner consistent with our fiduciary duty, which means we always put clients’ interest first and make all recommendations in the clients’ best interest.

Madison, Wisconsin

Increased student understanding of personal finance concepts by answering questions and facilitating discussions about the basics of financial planning.

Madison, Wisconsin

Lead a group of students in discussions centered around personal finance topics, such as: money management, budgeting, savings plans, credit card, loans, investing, employee benefits, and insurance.Work with Program Directors to create and complete projects, such as advertising the courses, updating presentations, and creating resource guides.