You are viewing a preview location.
Broker Check
Arthur Mitchell

Arthur Mitchell started his long career in the financial services industry in 1984. Over the years and after thousands of client meetings, he developed the process of Transformational Values-Based Wealth Planning. He feels strongly that by focusing on his client’s core value system instead of their assets, he can help them find values-based answers and solutions that transcend their short-term goals and point them unswervingly towards a path of true wealth

Educated at San Diego State University, Art holds a Bachelors of Arts degree in Philosophy. He also holds degrees in Management, Marketing, and Internet & Multimedia Technology.

The Special Olympics is a passion of Art’s.  He has given his time to be a technical official at the 2015 Special Olympic World Games in LA and the 2018 USA Games in Seattle. He also participated in the 50th anniversary of the Special Olympics in Chicago in 2018. He had the honor of officiating the women’s 7 v 7 Soccer final on ESPN and ESPN International.

In his spare time, Art is a soccer aficionado and experienced sailor. At one time, he has played, coached, watched, and officiated soccer. He is actively involved as a referee and referee coach. He has officiated matches at the highest regional semi-pro level and also several International Beach Soccer matches. Likewise, Art is an experience sailor.  He can be found on the weekends crewing aboard racing Sail boats or sailing on the coastal waters or passages across the oceans and seas

Our professional education and licenses:

  • Wealth and Wisdom Institute
  • Wealth Builder Academy
  • CPR: College Planning Relief
  • TEAM: The Equity Alliance Matrix
  • Social Security Maximization
  • OR Life & Health Insurance: 2727026
  • CA Life & Health Insurance: 0679305
  • Utah Life & Health Insurance: 638950
  • National Producer Number: 2727026