Mitch West
Financial Advisor
- Role
- Financial Advisor at Touchpoint Wealth Partners
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Mitch West
What are your dreams? I help families plan for financial strength and soundness so their dreams can take flight enabling their spirits to soar! Your Dreams, My Mission Areas of Focus: Retirement Income Strategies, Retirement Planning Strategies, Investments, Wealth Preservation Strategies, Tax Planning Strategies, Charitable Giving Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success. Securities offered through Valmark Securities, Inc. Member FINRA SIPC. Investment Advisory Services offered through Valmark Advisers, Inc a SEC Registered Investment Advisor. Touchpoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of Valmark Securities, Inc, Valmark Advisers, Inc. or Touchpoint Wealth Partners. and have not been approved prior to posting.
Experience
Financial Advisor
Oct 2018 — Present · Cincinnati, KY
Education
Xavier University
Executive Cerificate in Financial Planning
2019 — 2020
LaSalle HS Class of ‘82
College Prep
1979 — 1982
University of Cincinnati
B.A. Psychology
1982 — 1986
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