Unclaimed
Mitchell Bronson shaffer Ito is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Mitchell joined Aspiriant, LLC in April 2018. Before joining Aspiriant, Mitchell worked at PriceWaterhouseCoopers, LLP. Aspiriant, LLC is an independent registered investment advisor with a focus on providing financial planning and investment management services to high-net-worth individuals, families, and institutions. The firm manages over $14 billion in assets and has a team of over 95 professionals dedicated to providing clients with personalized financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/08/2025 - Present
Aspiriant, LLC (LOS ANGELES CA)
Active
Inactive
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