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Daniel Mitchell, CFP(R) EDP

Daniel Mitchell, CFP(R) EDP

Founder

Followers of Daniel Mitchell, CFP(R) EDP2000 followers
location of Daniel Mitchell, CFP(R) EDPSan Antonio, Florida, United States

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  • Timeline

  • About me

    SMARTstart Program Director at Pasco Economic Development Council

  • Education

    • College for Financial Planning

      2013 - 2014
      Financial Planning and Services

    • Florida Gulf Coast University

      1999 - 2003
      Bachelor of Arts (B.A.) Business Administration and Management, General

      Activities and Societies: President, University Honors Program Treasurer, Student Government Association

  • Experience

    • Zap Logo Marketing

      Jan 2000 - Jul 2006
      Founder

    • Florida Gulf Coast University

      Jan 2001 - Jul 2002
      Student Treasurer

    • Edward Jones

      Aug 2006 - Feb 2013
      Financial Advisor

      Series 7 & Series 66 Licensed

    • Seminole Gulf Railway

      Jan 2007 - Jan 2008
      Actor

    • USAA

      Feb 2013 - Dec 2015
      Financial Advisor

    • Thrivent Financial

      Jan 2016 - Nov 2017
      Financial Associate

      Daniel Mitchell Designations: CERTIFIED FINANCIAL PLANNER™ No matter what your financial goals are, achieving them requires ongoing strategy and preparation. As an experienced professional, I develop integrated strategies that are specific to your individual situation. Whether you're just starting out or planning the retirement you've always dreamed about, I can help you meet your goals. As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don’t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities.For important disclosure information, visit thrivent.com/socialCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete the CFP Board's initial and ongoing certifications requirements. Show less

    • Pasco Economic Development Council

      Jan 2019 - now
      SMARTstart Program Director

  • Licenses & Certifications

    • Certified Financial Planner (tm)

    • EDP - Entrepreneurship Development Professional

      International Economic Development Council
      Nov 2022

  • Volunteer Experience

    • Impact Board Member

      Issued by Synapse Florida
      Synapse FloridaAssociated with Daniel Mitchell, CFP(R) EDP

    • Board Member

      Issued by HOPE Services
      HOPE ServicesAssociated with Daniel Mitchell, CFP(R) EDP

    • Board Member

      Issued by PAIDEIA CLASSICAL CHRISTIAN SCHOOL
      PAIDEIA CLASSICAL CHRISTIAN SCHOOLAssociated with Daniel Mitchell, CFP(R) EDP

    • Advisory Board Member

      Issued by UF/IFAS - Family and Consumer Sciences
      UF/IFAS - Family and Consumer SciencesAssociated with Daniel Mitchell, CFP(R) EDP

    • Advisory Board Member

      Issued by Florida SBDC at USF on May 2023
      Florida SBDC at USFAssociated with Daniel Mitchell, CFP(R) EDP