Mitchell Owen Email & Phone Number
Financial Advisor @ Cornerstone Planning Group
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Mitchell Owen Location
- Wyncote, PA, US
Mitchell Owen Work
- 2020 - now Financial Advisor @
- 2011 - 2020 Owner @ Owen Wealth & Retirement Strategies
- 2001 - 2020 Financial Adviser @ Eagle Strategies LLC/NYLIFE Securities
- 1999 - 2020 Registered Representative @
- 1999 - 2020 Agent @
- 1987 - 1999 Owner @ Eagle Productions
- 1996 - 1998 Producer and Editor @ Stages of Design
- 1983 - 1987 Communications Specialist @ Orange and Rockland Utilities
Mitchell Owen Education
- Certified Financial Planners Board of Standards
CFP® (Certified Financial Planner)
1999 - 2004 - The American College
CLU (Charter Life Underwriter)
1999 - 2002 - Syracuse University
BS (Television Radio Communications, History)
1976 - 1980 - Monroe-Woodbury High School
Diploma (All)
1972 - 1976
Mitchell Owen Skills
- Small Business
- Estate Planning
- 401k Rollovers
- CLU
- Gifting Strategies
- Retirement
- Wealth Preservation Planning
- Retirement Planning
- Annuity Sales
- Financial Services
- Asset Protection
- Key Person Protection
- Multi Generational Wealth Transfer
- 401 Rollovers
Mitchell Owen Summary
- Mitchell Owen, based in Wyncote, PA, US, is currently a Financial Advisor at Cornerstone Planning Group, LLC. Mitchell Owen brings experience from previous roles at Owen Wealth & Retirement Strategies, Eagle Strategies LLC/NYLIFE Securities, NYLIFE Securities LLC and New York Life Insurance Company. Mitchell Owen holds a 1999 - 2004 CFP® in Certified Financial Planner @ Certified Financial Planners Board of Standards. With a robust skill set that includes Small Business, Estate Planning, 401k Rollovers, CLU, Gifting Strategies and more. Mitchell Owen has 1 emails and 1 mobile phone numbers on RocketReach.
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