Founder and Wealth Advisor at
Mitlin Financial Inc®
Years of Experience
24 years
Number of Clients
200
Average Client Size
$800,000
Member Since
2022
Bringing JOY to Your Money Journey™
At Mitlin Financial, Inc® we help you experience JOY in your journey while creating a clear path toward your vision of tomorrow. We strive to help you pursue your goals no matter what wealth-building stage you’re in. And we do it all while reminding you to always ask yourself: “What did you do today that brought you joy?®”
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BA Mathematics
Obtained in 1996
Founder and Wealth Advisor
2004 - Present
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