Amy Mitchell (CFA, CFP®)
Amy Mitchell focuses in the
following client markets or areas of practice:
- Baby Boomers
- Estate & Generational Planning Issues
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
- Baby Boomers
- Estate & Generational Planning Issues
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
NAPFA Start Date
September 08, 2023