Mitchell (Mitch) is a financial advisor with Wedbush Securities’ La Jolla office, where he partners with other advisors to provide comprehensive, holistic financial planning and tailored wealth management solutions for high-net-worth individuals and families. His passion for finance and investment management began early, rooted in a genuine desire to help people navigate one of life’s most important—and often overwhelming—areas. Mitch finds deep fulfillment in bringing clarity, confidence, and structure to his clients’ financial lives.
Mitch’s background spans multiple areas of the financial services industry. Before joining Wedbush, he served as a relationship manager at TD Ameritrade and as a financial advisor at Edward Jones, and he began his career as a credit underwriter with National Funding. Across each role, he has built a reputation for thoughtful guidance, attentive listening, and a commitment to helping clients articulate and achieve their long-term goals.
A San Diego native, Mitch earned his bachelor's degree from San Diego State University and his M.B.A. from California State University San Marcos, and he holds the CERTIFIED FINANCIAL PLANNER™ designation. Outside the office, he enjoys spending time with his wife and their twin daughters, staying active, reading, and continually expanding his knowledge of the markets.
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!
