Mitchell B. Walk
Managing Partner/Wealth Advisor Managing partner at Security Financial Management
- Role
- Managing Partner at Security Financial Management, Inc
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Mitchell B. Walk
Mitchell Walk is founder and President of Retirement Wealth Specialists, a wealth…
Experience
Managing Partner
Security Financial Management, Inc
Jan 1998 — Present · Orlando, FL, US
Retirement Wealth Specialists has a team of professionals with over 93 years of experience in the financial services industry and currently provides wealth management advice to over 200 families.
Education
Flagler College
Bachelor of Arts (BA)
1974 — 1979
Skills
- 401k
- Estate Planning
- Asset Management
- Annuities
- Wealth Management Services
- Investments
- Etfs
- 529 Plans
- Program Management
- Income Planning
- Mutual Funds
- Life Insurance
- Investment Advisory
- Asset Managment
- Family Wealth Management
- Wealth Management
- Retirement Savings
- Tax Advisory
- Retirement Plan Consulting
- Alternative Investments
- Retirement Planning
- Investment Strategies
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