Paul M. Mitchell is a CERTIFIED FINANCIAL PLANNER™ professional with Swarthmore Financial Services. His goal is to earn lifelong clients by helping individuals, families, and businesses grow and realize their financial goals. To achieve this, Paul believes in comprehensive planning, a well thought out strategy, and ongoing personalized advice throughout life’s changes. This includes advice in the areas of: retirement, investments, tax planning, insurance, asset allocation, estate planning, and employee benefits.
Paul holds a bachelor’s degree in Economics from the University of Delaware. He also utilized the University’s division of Professional and Continuing Studies for his CFP® certification. In 2016, Paul earned the Chartered Family Business Specialist (CFBS) designation to broaden his knowledge and insight into the inner workings and challenging dynamics of family-owned businesses and closely held corporations. He currently holds his Life and Health insurance licenses, FINRA Series 7, 6, 63 and 65 registrations, and is a member of NAIFA (National Association of Insurance and Financial Advisors).
Since joining Swarthmore Financial Services in December 2013 after working for a local bank, Paul has been recognized by his firm as a Rising Leader (2014 & 2015) a Leaders Club qualifier (2014 & 2015) and Rookie of the Year (2014). His successful practice has been established through introductions and referrals from clients and other professionals. “If you think this is of value, don’t keep it a secret!”
Paul and his wife, Markie are natives of Newark, Delaware and currently reside in nearby Bear. In addition to their successful careers, they are involved in their local church and many nonprofit organizations.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies