,CPA, CFP®
Mitch Christensen is a Financial Advisor who provides comprehensive financial planning and wealth management services to individuals, families, and retirees. His background includes both tax and financial planning experience, with a focus on helping clients navigate the various stages of their financial lives.
Mitch has more than ten years of experience in the financial services industry. He began his career as a Certified Public Accountant (CPA) before transitioning to financial planning. Prior to joining Modera, he served as a financial advisor and director of financial planning at RS Crum.
Mitch earned a B.A. in Business Economics with a minor in Accounting from UCLA, is a CERTIFIED FINANCIAL PLANNER® professional and is licensed as a CPA in California.
Originally from Portland, Oregon, Mitch has lived in Southern California since grade school and currently resides in Orange County with his wife, two sons, and dog. Outside of work, he enjoys coaching youth sports, cooking with his wife, and playing basketball with the neighborhood dads.
What do you value most in your client relationships?
I enjoy helping clients align their financial decisions with what matters most to them. Money is a tool, and I value helping clients use it in ways that support their goals, priorities, and the life they want to lead.
How do you feel you help to create impact for clients?
As an advisor, I bring clarity, direction, and positive action to each aspect of my clients’ financial lives.
What do you feel is a strength that you have?
I can make complex financial topics easily understandable and actionable.
What has been a particularly rewarding moment in your career?
There have been several times that we have been able to provide stability, comfort, and clarity in moments of turmoil in our clients’ lives, most notably when they experience the passing of a loved one.
What’s a destination in the world that you aspire to visit?
I would love to travel to South Africa or Australia.
How do you caffeinate?
I enjoy a tall cup of coffee in my UCLA tumbler.
Certified Public Accountant, CERTIFIED FINANCIAL ADVISOR®
UCLA, BA, Business Economics with a minor in Accounting
