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.
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Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
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