Mitone M. Griffiths
I help you find clarity and confidence in your finances.
- Role
- Financial Advisor at Vantage Wealth Management, Llc
- Location
- San Mateo, CA, US
- LinkedIn followers
- 500 followers
About Mitone M. Griffiths
As a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, strong relationships are the cornerstone of my work, and those relationships are the foundation of the financial clarity and confidence I strive to provide.Here are some questions I can help you answer: Can I spend less time on my work/business?How can I make sure I don’t become a burden to my children? Are my taxes too high? Do I have enough?I am committed to serving my community, and have been an active member of the Rotary Club of Half Moon Bay since 2005. I have served as Half Moon Bay Rotary Club president and have held many district leadership positions including preparing for my role as District Governor in 20••••26.I love living in Half Moon Bay with my family. Say “Hi!” if you find me on the trails of Half Moon Bay walking–or being walked by–my dog, Gracie.
Experience
Financial Advisor
Vantage Wealth Management, Llc
Jan 2022 — Present · San Mateo, CA, US
As a CERTIFIED FINANCIAL PLANNER™ professional, strong relationships are the cornerstone of my work, and those relationships are the foundation of the financial clarity and confidence I strive to provide. I love helping clients identify and realize their financial goals and objectives, formulating effective strategies and creating and implementing a financial plan based on a deep understanding of clients’ specific needs and situations. I work with successful professionals and their families and have a particular passion for working and collaborating with women. CA Insurance License #0F91292
Education
Simmons University
BA, Economics and Spanish
1991 — 1995
Santa Clara University Leavey School of Business
Executive Certificate in Financial Planning
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