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Mitchell B. Walk AAMS®

Mitchell B. Walk AAMS®

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  • Timeline

  • About me

    Wealth Advisor | Managing partner at Security Financial Management

  • Education

    • Levittown Memorial High School

      1970 - 1974

    • Flagler College

      1974 - 1979
      Bachelor of Arts (BA)

  • Experience

    • Retirement Wealth Specialists

      Jan 1998 - now

      Retirement Wealth Specialists has a team of professionals with over 93 years of experience in the financial services industry and currently provides wealth management advice to over 200 families. Retirement Wealth Specialists takes the time to get to know clients and ask questions to fully understand individuals specific financial picture. This allows us to create a customized financial plan, specifically for you that integrates Investment Management, Income Planning and Family Wealth Management.

      • President & Founder

        Jan 1998 - now

      • Wealth Advisor, Investment & Asset Manager

        Jan 1998 - now

  • Licenses & Certifications

    • Accredited Asset Management Specialist®

      College for Financial Planning®
      View certificate certificate

    • Series 63: Uniform Securities Agent State Law Examination

      NASAA

    • Series 65: Uniform Investment Adviser Law Examination

      NASAA

    • Series 7: General Securities Representative

      Financial Industry Regulatory Authority