Broker Check

James Mitchell

CFP, CMFC

Financial Advisors

(888) 888-8888

12395 World Trade Dr Suite 200
San Diego, CA 92128

It begins with a plan 

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

WealthLink

WealthLink

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

Products & Services

Individual Retirement Plans

Individual Retirement Plans

Business Retirement Plans

Business Retirement Plans

Financial Planning Services

Financial Planning Services

Investments

Investments

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Business Planning

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Questions? Let's connect.

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