With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Mitchell V. Maurer, CFP®, JD, CPA, CLU, ChFC
Retirement Planning Specialist
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 20 years, located in Bellevue, Washington.
My credentials and accomplishments include the following:
I have been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. I have also received a Certificate of Achievement in Advanced Asset Allocation and Practice Management from Equitable Institute, Cambridge, MA. I am a frequent speaker on financial planning topics and presented "Planning for the Baby Boomers Redux" at the East King County Estate Planning Council in 2011.
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.
Equitable Advisors, does not provide legal and/or tax advice.
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.