Mitch Glicksman, CFP®, AIF®

Mitch Glicksman, CFP®, AIF®

888.865.4449 or 480.951.6536

Mitch Glicksman has been in the financial services business for over 35 years. Prior to founding Evergreen Financial Associates, he was affiliated with Lincoln Financial Advisors specializing in estate and financial planning for individuals and small businesses. Mitch developed significant investment expertise during his twelve years on Wall Street with firms such as Merrill Lynch, Lehman Brothers & Union Bank of Switzerland. Those years resulted in a large part of his practice initially being concentrated in helping individuals and families whose income is derived largely from corporate compensation.

Over the last 20 years, the focus of the practice has expanded to include law firms, medical practices and other closely held businesses and high net worth individuals. He has many clients who are at or near retirement, helping them address their unique situations in the areas of estate planning, investment management and business succession. In his practice, Mitch takes pride in providing effective and sophisticated solutions to his clients while addressing both their economic and emotional concerns.

Mitch is now an Investment Adviser Representative of Commonwealth Financial Network®. Mitch received his BS in Management from the State University of New York at Buffalo and his MBA from Pace University. He holds the Series 7, 24, 31 & 63 securities registrations, is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®. He is also a member of the International Association for Financial Planning. He lives in Scottsdale, Arizona with his wife Yann. They have two adult daughters, Jeri and Maya. He enjoys music, fishing, golfing and spending as much time as possible with his family.