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Kara Mitchell, CFP®, CPWA®, CDFA® - Email & Phone Number

Director of Wealth Advising at ISTO Advisors at Isto Advisors

Kara Mitchell, CFP®, CPWA®, CDFA® is based out of Troy, Michigan, United States and works at Isto Advisors as Director of Wealth Advising at ISTO Advisors.

Kara Mitchell, CFP®, CPWA®, CDFA®'s Contact Information

Latest update
May 8, 2024
Location
Troy, Michigan, United States

Kara Mitchell, CFP®, CPWA®, CDFA®'s Work History

Director of Wealth Advising at ISTO Advisors
ISTO Advisors
Jan 2020 - Present
Senior Wealth Advisor
ISTO Advisors
Oct 2016 - Jan 2020
Adjunct Professor
Walsh College
Feb 2012 - Present
Vice President - Financial Planning Group
Snook Housey Advisors
Oct 2009 - Sep 2016

Kara Mitchell, CFP®, CPWA®, CDFA®'s Education

BA with an emphasis on Finance
2009 - 2010
Masters In the Science of Finance
2010 - 2011
Business Administration with an emphasis on Accounting
2007 - 2009

Kara Mitchell, CFP®, CPWA®, CDFA®'s Skills

Certified Financial Planner
Asset Allocation
Financial Services

Kara's current employer

Isto Advisors logo

Isto Advisors

Description
HQ Location
troy, michigan, united states
Number of employees
Industry
Latest update
May 8, 2024

Frequent questions about Kara Mitchell, CFP®, CPWA®, CDFA®

What company is Kara Mitchell, CFP®, CPWA®, CDFA® working for?
Kara Mitchell, CFP®, CPWA®, CDFA® works for Isto Advisors.
What is Kara Mitchell, CFP®, CPWA®, CDFA®'s function at Isto Advisors?
Kara Mitchell, CFP®, CPWA®, CDFA® is Director of Wealth Advising at ISTO Advisors at Isto Advisors.
Where is Kara Mitchell, CFP®, CPWA®, CDFA® based?
Kara Mitchell, CFP®, CPWA®, CDFA® is based out of Troy, Michigan, United States.
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