Constant Guidance Financial, LLC

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Mitch Zides (CFA®, CFP®, MBA)

Mitch Zides focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Mitch Zides, CFP®, CFA founded Constant Guidance Financial in 2014. He is an independent, fee-only financial planner and investment manager located in North Attleboro, MA. He is primarily responsible for formulating advanced financial planning, complex tax strategies, and is responsible for the investment strategy for clients. He focuses on areas such as asset allocation, portfolio management, estate planning, investment analysis, tax planning, and retirement planning.

He provides personalized advice to established individuals, families, and business owners. Mitch's specialty is managing portfolios, asset allocation, and he is differentiated from other advisors in that he has the education and professional investment experience to help give you confidence in your investments. His formal education consists of:

  • BS in finance from University of Massachusetts, Amherst
  • MBA from Bryant University
  • CFA Charterholder
  • Certified Financial Planner™

He develops a comprehensive financial plan for each client, helping them to identify, and quantify, their short-term and long-term financial goals.  He meets regularly with clients to review and update the plan for the changes that life will inevitably bring.  

 

Additional Information

Prior to founding Constant Guidance Financial, Mitch spent over three years at Wellington Management in Boston where he helped oversee investment portfolios for key institutional asset management relationships ranging in size from $80 million to $3 billion. Mitch offered investment solutions which included a broad range of the firm’s strategies such as equity, fixed income, and hedge funds.

Mitch's over 18 year professional investment experience consists of: 

  • Managing over 200 client accounts
  • Actively managing an investment portfolio of over $25 million.
  • Consulting Fortune 1000 companies and business owners with retirement plans and asset allocation decisions
  • Creating portfolio solutions for mutual fund companies and private equity advisors

NAPFA Start Date

January 04, 2016

Industry Start Date

July 01, 1999

Constant Guidance Financial, LLC

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This Office

1 North Ave North Attleboro, MA 02763-1119 Phone: (508) 207-8049