About

“While each client relationship is unique, my motivation is the same– to help ensure that everyone has confidence that they are on track to achieve their goals.”

Background and experience

Perry believes all investors should hold distinctive portfolios that satisfy their particular set of ambitions and preferences. He helps clients define those preferences so those factors can be considered when recommending their unique investment plan.

Perry started his career in Newport Beach, CA with Wells Fargo Bank in 2002. Perry earned a Master’s in Business Administration from The Paul Merage School of Business at UC Irvine in 2015. He also attended the University of California at Irvine as an undergraduate student with a degree in Political Science.

Away from the office

A New York native, Perry and his wife, Kristin, now reside in Newport Beach with their daughter Marlee and son Miles.

Perry’s community involvement includes the Dean’s Leadership Circle at The Paul Merage School of Business at UC Irvine, the Jewish Community Center in Irvine, and the Newport Beach Elks Lodge.

In his spare time, Perry and his wife Kristin enjoy boating throughout Newport Harbor and other outdoor activities that their beach side community offers.


California Insurance License: 0E80177
Resident State: CA

“We believe true wealth is not about money–it’s about being in the  position to do the things that matter most to you. We help you identify those goals and translate them into tangible plans.”

How I can help you

Mitch works with clients to develop a detailed wealth management plan that incorporates strategies for tax management, retirement income and estate planning. Then, he uses a goals-based approach to align his clients’ investments to their long-term objectives. Across all client relationships, Mitch strives to deliver a high-touchpoint experience and provide clarity through straightforward advice.

What makes me knowledgeable

Mitch started his career with Wells Fargo Bank in 2007 as a bank teller, working part time while in college. In 2012, he became a Client Associate with Wells Fargo Advisors and was promoted to Financial Advisor in 2017. Mitch has earned the CERTIFIED FINANCIAL PLANNER®  practitioner designation, an industry standard of excellence in financial planning, and he holds a bachelor’s degree in public relations from California State University, Fullerton.

Getting to know me

Mitch spends his free time with his wife, Alix, and their dog, Blu. They like to stay active by practicing yoga and hiking throughout Southern California. Mitch especially enjoys reading, wine tasting and watching the Los Angeles Lakers.

California Insurance License: 0I59246
Resident State: CA