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Mitzie Wilson
Professional designations
CFP, RICP, Other
Firm or Broker/Dealer name
Farther
States licensed in
ATLANTA
,
Georgia
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Estate Planning
Financial Planning for Special Needs
Time Zone
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With over 15 years of experience in investment management and retirement planning, I'm 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®), I bring a high level of expertise, integrity, and personalized care to every financial strategy I designs.
I am passionate about building long-term relationships rooted in trust, education, and transparency. I take the time to understand each client’s unique goals and values, crafting tailored solutions that support financial independence and peace of mind.