Mitch Zides| CFA, CFP®
Constant Guidance Financial
- Fee-Only Financial Planning
- Portfolio Review
- Retirement Income
- Retirement Planning
- Investment Management
- Portfolio Management
- IRA Rollovers
- Asset Allocation
- Hourly Fee Consultations
- Estate Planning
North Attleboro, MA 02763
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Mitch is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and National Social Security Advisor with over 18 years experience. He specializes in actively managing customized portfolios to help his clients build, manage, and preserve with wealth.
Mitch is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and National Social Security Advisor with over 18 years experience. He provides individualized financial strategies to retirees, individuals, families, and business owners. He is responsible for overseeing the investment process and managing the portfolios for his clients.
Mitch believes that the best way to reach your financial goals is by achieving superior investment results. He founded Constant Guidance Financial so that he could provide independent financial advice that is in the best interest of his clients.
He focuses on areas such as asset allocation, portfolio management, estate planning, investment analysis, tax planning, and retirement planning. Prior to founding Constant Guidance Financial, Mitch worked at Wellington Management and Pioneer Investments.
Mitch’s investment experience consists of:
- Managing client portfolios ranging in size from $100,000 to $10 million
- Actively managing an investment portfolio of over $10 million.
- Consulting Fortune 1000 companies and business owners with retirement plans and asset allocation decisions
- Creating portfolio solutions for mutual fund companies and private equity advisors
Constant Guidance Financial (CGFadvisor) is a fee-only, independent, wealth management firm that provides individualized financial strategies and retirement advice to retirees, individuals, corporate executives, and business owners. We seek to provide superior investment results, exceptional service, and active risk management.
We do not sell products. We only provide fee-only financial advice on investments, IRAs, annuities, estate planning, insurance, and retirement planning.