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Jamie M
CFP®, Series 65
Simi Valley, CA
Emissary Wealth
Jamie Mutinsky is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Emissary Wealth since 2020 and has prior experience at AssetMark, KeyBank, and Siena College in various roles. Emissary Wealth serves individual clients, trusts, estates, business entities, and charitable organizations, providing comprehensive financial planning and investment management. The firm is notable for advising and managing private pooled investment vehicles, including a private investment partnership focused on real estate-related investments.
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