Mitchell J. Ludwig,  CFP<sup>&reg;</sup> - Financial Advisor

Mitchell J. Ludwig, CFP®

3356 Six Forks Rd
Raleigh, NC 27609-7233
(919) 782-0033

General

Mitchell Ludwig is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Raleigh, NC and the surrounding communities.

Financial Advisor Overview

I've been conducting holistic financial planning since 2014. As of 2021, I've been conducting remote planning in addition to servicing the Raleigh area. I take pride in assisting clients achieve their retirement and life goals through a combination of investment strategies and financial advice.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

FSC Securities Corp.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Medical & Health Issues

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Helpful Financial Planning Resources