Mitch Marsden

CFP®, EA
NAPFA Corporate Professional

 

 

EDUCATION:

  • B.S., Consumer and Community Studies with emphasis on Financial Planning, University of Utah, Salt Lake City, UT

CERTIFICATIONS AND ASSOCIATIONS:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Enrolled Agent
  • NAPFA Affiliate

BUSINESS EXPERIENCE:

  • Longview Financial Advisors, Inc. 2010-Present
  • Research Assistant, University of Utah 2009-2010
    • Co-author of two academic papers: "Why Goal-Related Financial Planning Matters: Assessing the Link Between Financial Literacy and Retirement Saving Outcomes" and “The Value of Seeking Financial Advice"
  • Accounting Clerk, FutureVision Technologies 2008-2009
  • Legal Assistant, McKay Marsden, Esq., LLC 2007-2010
    • Assisted in the generation and revision of estate planning documents