Mitchell Frankel, CRPC

As a member of the Lakeside Management Group of Wells Fargo Advisors I strive to help each of my clients plan for a financial future in a way that fits their needs and helps them meet their individual goals. Whether they are planning for retirement, saving for children's or grandchildren's education, or looking to preserve wealth, I am here to help. That help, in most cases, takes the form of creating and sticking to a plan as well as making any necessary changes along the way.

Prior to joining Wells Fargo Advisors in 2008, I spent over 20 years as an entrepreneur in Cleveland. I worked to help companies and individuals make a variety of necessary and complex decisions as Managing Director of Levin M & A Consulting, Senior Consultant with The TransAction Group and President of Frankel Investment Company. Some of my operating positions included President of Crooked River Brewery (very fun!), President of Ascending Technologies, Inc. (telecommunications), Vice President of Administration of DFT Lighting (now part of Philips), and Sales Manager of The Frankelite Company (a family business founded by my grandfather).

Away from the office, I have been active philanthropically in the Jewish community on a local and national level for decades, particularly in the area of education. My wife Susan and I live in Beachwood, where I (we) enjoy music, classic cars, motorcycles, cycling, curling, pickleball & golf. We have three adult children.

I look forward to sharing my experience with you in order to help you plan for and achieve your goals.