Mitch Zides
President & Senior Wealth Advisor, I can help manage your investments and build your financial plan.
- Role
- President & Senior Wealth Advisor Independent Fee-only Financial Planner Portfolio Manager at Constant Guidance Financial
- Location
- North Attleboro, MA, US
- LinkedIn followers
- 500 followers
About Mitch Zides
Independent. Wealth Management. Active Portfolio Management. Mitch helps his…
Experience
President & Senior Wealth Advisor Independent Fee-only Financial Planner Portfolio Manager
Aug 2014 — Present · North Attleboro, MA, US
Mitch Zides, CFP®, CFA founded Constant Guidance Financial (CGF) to help his clients achieve their financial goals through customized portfolio management. CGF is an independent, fee-only firm that specializes in creating personalized asset allocations.Mitch actively manages a $180 million portfolio comprised of Exchange-Traded Funds (ETFs) and individual stocks designed to meet his clients needs and personal circumstances. Mitch\'s goal is to reduce volatility through managing a globally diversified portfolio, while tactically managing an asset allocation to take advantage of market opportunities. Mitch’s formal education consists of:o BS in finance from University of Massachusetts, Amhersto MBA from Bryant Universityo CFA charterholdero Certified Financial Planner™Are you ready to invest your wealth with an investment professional that will actively manage a customized portfolio that aligns your investments with your financial goals?
Education
Bryant University
Masters, Business
2002 — 2006
Isenberg School of Management, UMass Amherst
B.A, Corporate Finance
1993 — 1997
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