Paul M. Mitchell, Cfp®,Ricp®,Cfbs Email & Phone Number

ABOUT PAULPaul is a CERTIFIED FINANCIAL PLANNER™ professional with. His goal is to help individuals, families, and businesses grow and realize financial success. To achieve this, Paul believes in comprehensive planning, a well-thought-out strategy, and ongoing personalized advice throughout life’s changes. This includes advice in the areas of retirement, investments, tax reduction strategies, insurance, asset allocation, estate planning, and employee benefits.Paul holds a bachelor’s degree in Economics from the University of Delaware. As the son of a former educator he believes in lifelong learning. He frequently provides educational seminars and strives to be an educational guide to help people make good decisions with their money. He currently holds his Life and Health insurance licenses, FINRA Series 7, 6, 63 and 65 registrations, the Retirement Income Certified Professional (RICP®), the Certified Family Business Specialist and CFP® designations, and is a member of NAIFA (National Association of Insurance and Financial Advisors).Since joining the firm in December 2013 after working for a local bank, Paul has been recognized by his firm as a Rising Leader (2014, 2015 & 2017) a Leaders Club qualifier (2014, 2015 & 2019) and Rookie of the Year (2014). Paul and his wife, Markie are natives of Newark, Delaware and currently reside in nearby Elkton, Maryland with their two sons, Miles and Cole. In addition to their successful careers, they are involved in their local church and many nonprofit organizations.

Listed skills include Investments, Financial Services, Banking, Finance, and 16 others.