Mitzie Wilson
Certified Financial Planner · Sports & Entertainment Accredited Wealth Management Advisor · Retirement Income Certified Professional
Virtual
In-Person
Specialties
About Me
Mitzie Y.
Wilson, CFP®, SE-AWMA™, RICP® With over 15 years of experience in investment management and retirement planning, Mitzie Y. Wilson is a seasoned financial advisor who helps clients confidently transition into and thrive throughout retirement. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), and Retirement Income Certified Professional® (RICP®), she brings a high level of expertise, integrity, and personalized care to every financial strategy she designs. Mitzie is passionate about building long-term relationships rooted in trust, education, and transparency. She takes the time to understand each client’s unique goals and values, crafting tailored solutions that support financial independence and peace of mind. Whether you're preparing for retirement or already enjoying it, Mitzie is your dedicated partner in creating a secure and fulfilling financial future.
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Interests & Hobbies
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Credentials
Certified Financial Planner, Sports & Entertainment Accredited Wealth Management Advisor, Retirement Income Certified Professional
Chartered Designations
What do these credentials mean?
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Disclosures
Client Responsibility Clients are responsible for providing accurate and complete financial information. Recommendations are based on the information provided and may not be appropriate if that information is incomplete or inaccurate. No Guarantee of Results Past performance is not indicative of future results. There is no guarantee that any investment strategy will achieve its objectives or that any investment will be profitable.