head of operations financial advisor - clg wealth management@ CLG ~ Wealth Management Firm
Los Angeles, California, United States
Gerald Mitchell CFP®
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Creighton University
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Tell me more about Gerald Mitchell CFP®?
FlashIntel GPTGerald Mitchell CFP(r) is a highly experienced financial planner with 14.2 years of work experience. He holds a degree in Financial Planning and a Nebraska Life and Health Insurance License. Currently pursuing his position as an Area Manager at Amazon; BRYAN TAING, Gerald has worked in various financial advisory roles at CLG, Cetera Advisor Networks LLC, AXA Advisors, LLC, and Creighton University. He has a strong background in financial planning and health insurance, making him a valuable asset in the industry. Gerald is based in Los Angeles, California.
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About
I have a degree in Financial Planning as well as my Nebraska Life and Health Insurance License. I am pursuing my ... Area Manager at Amazon; BRYAN TAING
Work Experience
head of operations financial advisor - clg wealth management
Head Of Operations | Financial Advisor
Gerald Mitchell CFP®'s Professional Milestones
- Intern (2013-06-01~2013-08-01): Successfully completed internship in the field of business, becoming a certified technician.
- Head Of Operations | Financial Advisor (2017-01-01~): Streamlined financial operations, optimizing efficiency and accuracy to support seamless operations.
Education
Marketing,
Bachelors,
Bachelor Of Business Administration,
Financial Planning And Marketing
2009-2014Skill
Financial Planning
Health Insurance
Certification
Colleagues
Beth Carr
regional director osj branch manager at cetera advisor networks llc chief compliance officer partner at clg llc
Kurt R. Ehmann, AIF®, PPC™
partner and financial advisor - clg wealth management
Pamela Eckenrode, AIF®, CRC®, PPC™
Partner Financial Advisor | Regional Director - CLG Wealth Management
Elizabeth A. Dougherty
Sales And Business Development Associate
John Cartwright
Wealth is more than accumulating money.
Other Named Gerald Mitchell CFP®
Frequently asked questions
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Gerald Mitchell CFP®'s social media include: Linkedin,
Gerald Mitchell CFP® works for CLG ~ Wealth Management Firm
Gerald Mitchell CFP®'s role in CLG ~ Wealth Management Firm is head of operations financial advisor - clg wealth management
Gerald Mitchell CFP®'s colleagues are Beth Carr,Kurt R. Ehmann, AIF®, PPC™,Pamela Eckenrode, AIF®, CRC®, PPC™
Gerald Mitchell CFP®'s latest job experience is head of operations financial advisor - clg wealth management at CLG ~ Wealth Management Firm
Gerald Mitchell CFP®'s latest education in Creighton University
