Tom Mitchell joined OneAZ Credit Union in October 2017 to lead the OneAZ Wealth Management team. Under his leadership, Wealth Advisors across Arizona provide professional guidance and financial planning to credit union members statewide.
With more than 30 years of experience in the financial services industry, Tom’s career has spanned personal insurance, investment sales, and academia. As an adjunct instructor at Pennsylvania State University, he designed and taught a 3-credit Personal Finance course.
A seasoned public speaker, Tom has presented at numerous seminars and industry conferences. He has been a Certified Financial Planner™ professional since 1987 and also maintains insurance licenses, along with Series 7, 24, 63, and 65 registrations held through LPL Financial.
CFP conferred by College for Financial Planning