Nicholas Mitchell utilizes his knowledge in financial planning and investment management to help clients achieve their definition of financial wellness. In his experience, he finds that successful relationships begin with an in-depth discovery meeting to understand the goals and objectives of his clients.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Nick values building trusted relationships with retirees, business owners, families, and individuals to address all aspects of their financial situation.
Nick is a CFP® professional and holds licenses in Life, Health, and Accident insurance. He is a graduate of the University of Pittsburgh with a B.A. in Finance, and earned the Executive Certificate in Financial Planning from Duquesne University.
Nick resides in Wexford, Pennsylvania. In his spare time, he enjoys shooting skeet, playing golf, and spending time with his family and friends.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.