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Paul M. Mitchell, Cfp®,Ricp®,Cfbs is listed as Founding Partner at Precision Wealth Partners | Financial Planner | Investments | Retirement | Education | Financial Planning at Precision Wealth Partners, based in New Castle, Delaware, United States. AeroLeads shows a matched LinkedIn profile for Paul M. Mitchell, Cfp®,Ricp®,Cfbs.
Paul M. Mitchell, Cfp®,Ricp®,Cfbs previously worked as Founding Partner, Financial Planner at Precision Wealth Partners and Licensed Personal Banker at Wsfs Bank. Paul M. Mitchell, Cfp®,Ricp®,Cfbs holds Bachelor Of Arts (B.A.), Economics from University Of Delaware - Lerner College Of Business And Economics.
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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.
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Paul M. Mitchell is licensed to sell securities DE, MD, NJ, PA, FL, AZ, MA, MO, NC, OH, SC, TX, WA, DC, CA, WV, OR, NY, MI, & VA and insurance in: DE, MD, NJ, PA, CO, CA, AZ, DC, NC, NY, OR, SC, WA, TX, GA, MI, MO, & VA. Paul M. Mitchell is a registered representative of and offer securities, investment advisory services and financial planning through MML.
Activities and Societies: Spanish Minor
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Paul M. Mitchell, Cfp®,Ricp®,Cfbs works for Precision Wealth Partners.
Paul M. Mitchell, Cfp®,Ricp®,Cfbs is listed as Founding Partner at Precision Wealth Partners | Financial Planner | Investments | Retirement | Education | Financial Planning at Precision Wealth Partners.
Paul M. Mitchell, Cfp®,Ricp®,Cfbs is based in New Castle, Delaware, United States while working with Precision Wealth Partners.
Paul M. Mitchell, Cfp®,Ricp®,Cfbs has worked for Precision Wealth Partners and Wsfs Bank.
You can use AeroLeads to view verified contact signals for Paul M. Mitchell, Cfp®,Ricp®,Cfbs at Precision Wealth Partners, including work email, phone, and LinkedIn data when available.
Paul M. Mitchell, Cfp®,Ricp®,Cfbs holds Bachelor Of Arts (B.A.), Economics from University Of Delaware - Lerner College Of Business And Economics.
Paul M. Mitchell, Cfp®,Ricp®,Cfbs is listed with skills including Investments, Financial Services, Banking, Finance, Customer Service, Retirement Planning, Retail Banking, and Life Insurance.
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