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Mitchell Zides

Over 17 years of investment experience helping clients to build, manage, and preserve wealth

Constant Guidance Financial, LLC

North Attleboro

MA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Constant Guidance Financial, LLC 4 years, 6 months Jul 2014 - Present
Pioneer Institutional Asset Management, Inc. 12 years, 9 months Apr 2006 - Present
Pioneer Funds Distributor, Inc. 14 years, 3 months Oct 2004 - Present

Designations & Memberships

  • Chartered Financial Analyst Institute
    Membership
    Chartered Financial Analyst Institute
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Analyst
    Designation
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

Insights by Mitchell Zides

Estate Plan – Protect your wealth
Published 2015-05-04 04:34:19
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    I have 466K in a 403b thru my employer in a 2025 moderate model. Should I use Morningstar to manage?
    Your rate of return will depend on the market results so it's hard to say going forward which model will be the better option. I believe your decision should be based on your own personal risk profile. It's hard to answer this question without knowing your personal objectives, time horizon, toleranc...  (more)
    Answered May 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Jul 11, 2017
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Jul 11, 2017
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on July 12, 2017
        • $26.3M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 175
          number of clients
        • $150.2K
          Estimated Average Account Balance Per Client

      Constant Guidance Financial, LLC

      Last updated on March 22, 2017
        • $22.9M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 175
          Accounts
        • $130.8K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements