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.
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