About Me
I'm Jennifer Mitchell, a Certified Wealth Strategist® Professional and Financial Advisor in Walnut Creek, CA. For the past 30 years, I have been successful in developing long-term relationships with clients by actively listening to their goals, needs, and concerns. I understand the challenges and uncertainty investors face and I strive to develop, implement, and monitor a strategy designed for successful money management. I look forward to working with you through all stages of your life. Please call me at (925) 448-2267.
Where Is the Market Headed?
How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Download our Free Social Security Ebook!
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
Latest Blog Post
Don't Be Your Own Worst Enemy
Let’s take a quick look at a few of the human emotions and biases that can adversely impact sound investment decision-making.
How Do You Invest? What is Your Risk Tolerance?
Despite advances in technology and good old fashioned research, many folks continue to invest their assets using a combination of gut instincts, hunches, and emotionally-driven decisions. Thus, when markets pull back, investors typically pull the plug - locking in horrible losses, sitting out the recovery and waiting until the market “feels safe” again to reinvest at the top. To break this cycle I use Riskalyze, a quantitative measurement allowing me to capture risk tolerance and quantify suitability for my clients.
Here is a brief questionnaire to determine if your risk tolerance matches your portfolio.
Discovery
Insights and understanding that can help you better define your financial objectives.
Moving Forward
The knowledge and access to products providing excellent and cost-efficient money management.


