Jennifer Mitchell, CWS

Tel: (925) 448-2267
1777 Botelho Drive
Suite 105
Walnut Creek, California  94596

About Jennifer Mitchell, CWS

Jennifer has been providing personal wealth management solutions to high-net worth clients since 1993. She works as an advocate for clients to develop, manage, and execute a tailored financial plan while educating each client along the way. She works with individuals and small business owners either planning for or living in retirement that are looking for their 401(k), 403(b), TSAs and IRAs to support their lifestyle. Jennifer develops a deep working relationship with clients and their tax and legal advisors to provide a financial plan encompassing current and future goals as well as the opportunity for wealth transfer. Because of her experience, research, and sound advice, Jennifer has been successful in preserving client profits in turbulent equity markets while maintaining core investment dollars and capitalizing on shifts in growth opportunities.

General Information

Year Established:   1993
Services:   Retirement plans, Tax plans, 401(k) and 403(b) Planning, College plans, Estate plans, Money Purchasing Plans, Profit Sharing Plans

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