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J Mitchell Financial

12395 World Trade Dr Suite 200
San Diego, CA 92128

(888) 888-8888

A values-based approach

My greatest joy is building lasting relationships with my clients. I see my clients as an extension of my family, and I believe success demands a deep understanding of your cherished dreams and unique needs. 

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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The financial future you want

The financial future you want

The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.

Supporting the community

Supporting the community

Running a small business is about more than profit and loss.  It’s about contributing to the health of the community and being a good neighbor. 

I work with you

I work with you

Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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Whatever matters to you, matters to me.

I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.

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