Mitch Zides, CFA, CFP®, AIF®, NSSA®, MBA Serves the Local Community

 

Mitch Zides, CFA, CFP® , AIF® , MBA, NSSA® is a Certified Financial Planner™ that provides independent advice to individuals, families, and business owners in your area. As an independent financial planner, he can provide you with an objective and unbiased assessment of your financial circumstance.

Mitch is the only Certified Financial Planner™ in the local area with a Chartered Financial Analyst designation. No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation.

Mitch’s specialty is managing portfolios and he is differentiated from other advisors in that he has the education and professional investment experience to help give you confidence in your investments. His formal education consists of:

  • BS in finance from University of Massachusetts, Amherst
  • MBA from Bryant University
  • CFA charterholder
  • Certified Financial Planner™
  • Accredited Investment Fiduciary (AIF®)
  • National Social Security Advisor  (NSSA®)

 

Mitch is devoted to being an expert in the wealth management field and he specializes with helping high net worth individuals and families with their investments. He focuses on areas such as asset allocation, portfolio management, estate planning, investment analysis, tax planning, retirement planning, mergers & acquisitions, and fundamental analysis. Mitch’s investment experience consists of:  

  • Managing client portfolios ranging in size from $100,000 to $10 million
  • Actively managing a stock portfolio of nearly $5 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
  • Building and selling real estate properties

 

In the last six months, Mitch has provided Investment or Financial Planning to these local communities:
  • Financial Planner and Investments Norton MA
  • Financial Planner and Investments Mansfield MA
  • Financial Planner and Investments North Attleboro MA
  • Financial Planner and Investments Plainville MA
  • Financial Planner and Investments Attleboro MA
  • Financial Planner and Investments Easton MA
  • Financial Planner and Investments Milton MA
  • Financial Planner and Investments Franklin MA
  • Financial Planner and Investments Wellesley MA
  • Financial Planner and Investments Quincy MA
  • Financial Planner and Investments Raynham MA
  • Financial Planner and Investments Middleboro MA

 

 If you would like Mitch to bring professional wealth management to your investments, please call today.  You can reach Mitch directly at 508-207-8049.

 

Chartered Financial Analyst (CFA) – No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation. With more than 100,000 CFA charterholders in over 135 countries and territories and an increasing demand worldwide for the CFA Program, the charter has become the global professional investment credential.

Certified Financial Planner (CFP®) – Any advisor may call themselves a “financial planner,” but only those who have fulfilled the certification and renewal requirements of the CFP® Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism.

Accredited Investment Fiduciary (AIF®) – This designation can make you feel confident that our approach is based on:
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[dt_list_item image=””]Understanding the basis for, and benefits of, fiduciary standards of excellence.[/dt_list_item]
[dt_list_item image=””]Identifying the legal standards that require fiduciaries to prudently manage 
investment decisions[/dt_list_item]
[dt_list_item image=””]Best practices and the fiduciary role[/dt_list_item]
[dt_list_item image=””]A commitment to standards of investment fiduciary excellence[/dt_list_item]
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National Social Security Advisor (NSSA®) – This certificate is offered by the National Social Security Association.
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[dt_list_item image=””]How to maximize benefits[/dt_list_item]
[dt_list_item image=””]Surviving Spouse Benefits[/dt_list_item]
[dt_list_item image=””]Social Security Statement[/dt_list_item]
[dt_list_item image=””]Children’s Benefits[/dt_list_item]
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Invest with confidence with Constant Guidance Financial.

We’ll work hard to earn your trust as an advisor or strategic partner in structuring investment solutions that address your evolving financial goals.

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