Mitchell Fine Email & Phone Number

With over 30 years of experience working with successful professionals, business owners and members of the entertainment industry, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. I have a special interest in post-retirement planning, and with my extensive experience — throughout major shifts in the markets — I am able to help my clients structure balanced portfolios to address their retirement income needs.I began my career as a financial consultant with Shearson/American Express at their diamond district office at 30 West 47th Street in New York City. After 25 years with Shearson and Smith Barney, in May of 2009, I moved my financial practice to Wells Fargo Advisors. Working from their 1211 Avenue of the Americas office (corner of 47th Street) I have once again returned to the Manhattan Diamond District. In 1974 I graduated the Massachusetts Institute of Technology with a Bachelor of Science degree, and in 1979 I received rabbinic ordination from the Mirrer Yeshiva Central Institute in Brooklyn. With an emphasis on continuing my education, I recently returned to school and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner designation. My wife Tsivia and I have lived in Rockland County, NY for over 25 years where we enjoy our children and grandchildren.This information is intended for use by residents of CA, DC, FL, GA, IL, MA, MD, NC, NJ, NY, OK, OR, PA, TX, VA, VT, and WA only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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  Massachusetts Institute Of Technology

  Philosophy