Bio Jeff Mitchell, Investment Adviser Representative

See All Authors »

Jeff Mitchell, Investment Adviser Representative

CEO, Monolith Financial Group

Phone: 800.248.9122
E-mail: info@monolithfinancial.com
Website: www.monolithfinancial.com

Jeff Mitchell is the CEO and founder of Monolith Financial Group (www.monolithfinancial.com). He has more than 30 years of experience in the insurance and annuity industry. Jeff has passed the Series 65 license as well as life insurance licenses in California and Nevada. He is also an investment adviser representative. He has been featured as a financial professional in several publications, including Newsweek and USA Today.

Latest Features

Building Wealth
May 2019

Don't Let Tax Concerns Keep You From Taking Care of Loved Ones

Traditional IRAs can be a tax bomb for your beneficiaries, but there are some creative ways to unwind this potential problem.

See More From: Building Wealth

Building Wealth
January 2019

Warning: Your Investment Return May Be MUCH Lower Than You Thought

Investment return isn't always what it's cracked up to be. When you break it down, a 7% guaranteed investment return may end up being more like 2.4%.

See More From: Building Wealth