Mira Mizrahi CFP®
Mira Mizrahi, CFP®, is a financial planner with over twenty years of experience helping clients pursue their life dreams through financial protection and family education. She previously worked for Financial Network Investment Corporation for twenty-two years, until 2010, when she joined Diversified Financial Consultants, LLC, a firm dedicated to serving the financial needs of working and retired professionals on an independent and objective platform.
Mira holds the CFP® designation from the Board of Standards of the Institute of Certified Financial Planners in Washington, DC and holds registrations for the Series 6 and 63 held with LPL Financial. Also, she has her life and health insurance licenses. Mira abides by the CFP® Code of Ethics and Professional Responsibility and is required to satisfy continuing education requirements of the CFP® and comply with professional standards set by the organization to maintain her designation.
Mira engages her clients in in-depth discussion and open communication to gain clear understanding of their current financial situation, as well their aspirations and goals for their future. She tailors and customizes a financial plan, while integrating the key components of wealth management, such as estate planning and protection, retirement, educational funding, and general finance planning according to the client's unique hopes and dreams. Most importantly, Mira devotes her time to educating her clients with explanations of their financial opportunities and complex topics and builds and maintains with her clients trusting relationships that provide them confidence and time to pursue their passions.
Mira is committed to her client's success.
Mira works with clients in NY, NJ, PA, GA, FL, NC, VA, CA, TX, MD, and CO.
View Mira's brochure by clicking here, and follow her on LinkedIn.