| Advisor Profile |
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| Name: |
Mark Mitamura |
| Phone Number: |
(800) 441-0136 |
| Website: |
Visit Website
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| Request More Information |
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| To contact this advisor or to receive more information, please call the phone number or visit the website listed above. |
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| Prepared By: |
Mark Mitamura |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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What are your qualifications? What is your education background? |
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Undergraduate degree in Financial Planning as well as being enrolled in the Masters Program for Financial planning. |
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What is your approach to financial planning? |
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I take a holistic approach to Financial Planning, starting from the current basic needs to long term planning in all aspects of your financial life. |
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What services do you offer? |
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Investments, Annuities, Insurance and general advice. |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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How are you compensated? How will I pay for your services? |
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I generally am a asset based advisor who chages a set percentage of a clients portfolio. |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Do you offer any guaranteed results? |
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How much risk should I be willing to take? |
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Only as much as the client is completely comfortable with. |
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Have you ever been charged with any breaches? |
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