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Mitchel S

CFP®, Series 66

Bentonville, AR

Commonwealth Financial Network

Mitchel Sherman is a CFP® professional with four years of industry experience, currently affiliated with Commonwealth Financial Network in Bentonville, AR. His prior experience includes roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Outside of advising, he is involved in tax preparation services through Martin, Wardin & Eissner Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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