Mitchell Loewenberg

Biography

Mitchell is a Financial Advisor in Wedbush Securities’ La Jolla office. He works alongside Financial Advisor, John McParlane, where their efforts on behalf of the team’s high net worth individuals and families, provide specialized financial solutions. His passion for finance and investment management developed at an early age with a desire to have a career where he would truly be helping people. Finances are very important and can be stressful to deal with alone. Mitchell finds satisfaction in alleviating the stressors and uncertainties of navigating the financial world and investments.

In the past few years Mitchell has worked as a relationship manager with TD Ameritrade and as a financial advisor with Edward Jones. He started his career in financial services as a credit underwriter with National Funding. Throughout his career he has specialized in his client relationships, listening to their goals, aspirations, and needs, to help them realize their financial vision.

Mitchell is a San Diego native who received his Bachelor’s degree from San Diego State University and his M.B.A. from California State University San Marcos. In his free time, you can find him with his family, wife or their young German Shepherd. He enjoys reading, exercising, and studying the market.

APPROACH

• Corporate and individual retirement planning
• Implementation and design of company retirement plans
• Investment tax specializations and implications
• Wealth preservation and generational wealth planning

SPECIALIZATIONS

• 401k/Defined Benefit
• Financial Planning
• Mutual Funds
• Retirement Planning
• Stocks and Bonds
• Tax-Free Income
• Wealth Management

Credentials

• Holds his Series 7, 63, and 66 licenses
• CA Insurance License #4029446
• Bachelor of Science from San Diego State University
• MBA (Master of Business Administration) from California State University San Marcos

Mission Statement