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
Finance & AccountingView LinkedIn profile

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

  1. 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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Mitone M. Griffiths — Financial Advisor at Vantage Wealth Management, Llc in San Mateo, CA, US | Unifers