Monolith Financial Group's mission is to build a lasting, trusting relationship with every client we serve. Our primary goal for retirees is to preserve and protect their wealth with comprehensive financial planning.
Jeff Mitchell
Jeff Mitchell is the CEO and Founder of Monolith Financial Group. He has over 22 years’ experience in the insurance and financial industry and holds Investment Advisor Representative (IAR) , Chartered Senior Financial Planner (CSFP) and Certified Senior Advisor (CSA) designations. He is a licensed life insurance agent (#0777322) and registered Investment Advisor Representative (CRD# 2325229).
Jeff has been awarded Million Dollar Round Table “Top of the Table” recognition and has also been a member of IRA expert Ed Slott’s highly-esteemed group of Elite Advisors.
To schedule a time to discuss your financial future, contact us at info@monolithfinancial.com or call us at (916) 367-6430 today!
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