Paul M. Mitchell, CFP®, RICP®, CFBS

Paul M. Mitchell, CFP®, RICP®, CFBS

Partner, Financial Planner

Domicile State: DE
Office: (302) 367-7602

Paul is a CERTIFIED FINANCIAL PLANNER™ professional with Precision Wealth Partners. His goal is to help individuals, families, and businesses achieve and maintain financial success. To accomplish this, Paul aims to provide a well-thought-out strategy and seamless implementation of advice. This includes planning around: retirement readiness, investments, retirement income planning, tax reduction, insurance, asset allocation, estate planning, and employee benefits.

Paul and his wife, Markie are natives of Newark, Delaware, and currently reside in nearby Elkton, Maryland with their three sons, Miles, Cole, and Malachi. Paul enjoys running and playing sports with the boys. Markie and Paul have been known to tackle a good home project and love spending time at the beach. They are passionate about adoption and Down syndrome awareness. Paul is a board member for the Down Syndrome Association of Delaware.

Paul holds a bachelor’s degree in Economics from the University of Delaware. As the son of a former educator, he believes in lifelong learning. He frequently provides educational seminars and strives to be an educational guide to help people make good decisions with their money. He currently holds his Life and Health insurance licenses, FINRA Series 7, 6, 63, and 65 registrations, the Retirement Income Certified Professional (RICP®), the Certified Family Business Specialist, and CFP® designations, and is a member of NAIFA (National Association of Insurance and Financial Advisors).