AXA Advisors

MITCHELL V. MAURER, CFPTM, JD, CPA, CLU, ChFC


 

     When your life savings are at stake, you need guidance you can trust.  You need a financial professional who understands the many complex issues that affect your financial life.  You need a relationship with a professional that promises to put your interests first, a professional with proven experience and the right credentials and expertise.

     My name is Mitchell V. Maurer and I can give you the comfort that comes with knowing you have planned prudently for your future.  Your investments will be appropriate for you.  Your loved ones will be protected.  You can plan your estate so you, not the government, control the distribution of your assets while potentially minimizing estate taxes.
 
     I have competence and experience.  By background, I'm an attorney, a CPA, and a CERTIFIED FINANCIAL PLANNER™ professional.  I've been working in financial services for over 15 years, located in Bellevue, Washington.

    My credentials and accomplishments include the following:

  • Past President & Current Member - E. King County Estate Planning Council
  • Past President & Current Member - Society of Financial Service Professionals, Seattle Chapter
  • Executive Board Member and Current Member - Estate Planning Council of Seattle
  • Member, Million Dollar Round Table
  • CERTIFIED FINANCIAL PLANNERTM professional ("CFP")®
  • Juris Doctor ("JD"), Univ. of Washington School of Law, 1984
  • Certified Public Accountant ("CPA")
  • Chartered Life Underwriter ("CLU"), a professional designation from the American College
  • Chartered Financial Consultant ("ChFC"), a professional designation from the American College

I recently completed the course work for a Wharton Certificate in Retirement Planning. 

Get your plan done right the first time or correct mistakes while you still have time.  Get a financial professional who can continue to guide you as your life gets more complicated.  If this is your goal, please contact me. 
 
 

 

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. 

 

AXA Advisors, LLC, does not provide legal and/or tax advice.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

More Newsletters →