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Wealth Wonks Information
Author: Wealth Wonk At Wealth Wonks, we help you get the most out of your money. Our team of accountants, attorneys and consultants look at the big picture, not what's trendy today. We help manage your financial decisions, making sure you're using the right strategies for your personal objectives -- the same strategies used by the wealthiest people in the world. Our comprehensive approach looks at everything -- real estate, stocks, savings, insurance and more -- to create a Wealth Wonk plan that accelerates your money so that it works as hard as you do.
"Listen to advice and accept instruction, and in the end you will be wise."
(Proverbs 19:20)
Mitchell B. Yellen - CEO, Wealth Wonks Capital, LLC.
Mitchell Yellen's eighteen years in the financial world have been spent developing strategies that help families, business owners and a myriad of professionals win the financial game of life. His entire professional career has been spent in the capacity of educating people on personal financial engineering. He has shared many national platforms, conveying the principals of macro economics and financial engineering and is in the top 1 percentile of financial strategist in North America.
Mitchell's experiences in advising and consulting provide him an ideal skill set to analyze various financial situations, identify areas of potential improvement, expose hidden pitfalls and financially engineer processes which can create significant additional wealth for his clients. Most importantly, his goal is to achieve clients' financial desires and dreams with no additional out of pocket outlay or increased risk and to make his strategies 100 percent verifiable all along the way.
Gisele "Gigi" C.M. Jones, CPA, CFO Wealth Wonks Capital, LLC.
Gigi has a bachelor's degree in Business Administration from the University of Colorado, Colorado Springs. She is a Cerfified Public Accountant where she has specialized in tax accounting. In addition to her work as a CPA, Gigi also taught accounting and business statistics through Pikes Peak Community College at the Federal Maximum Security Prison in florence.
Gigi started her own firm in Elizabeth, Colorado after her time as a professor. She opened her doors with just 5 clients and within four years, built a successful firm with hundreds of clients, including Wealth Wonks Capital. Last fall she sold her practice and began working at Wealth Wonks part-time before joining full-time March 2007.
What You Can Expect
- Leadership - "This means that I will challenge you to do the right thing. Most people do what is convenient. With my help, we will find the right thing and make THAT convenient. Leadership should be one of the most sought-after attributes of a financial strategist, specifically in uncertain economic times." - Mitchell B. Yellen
- Morals - "As you get to know me, you will find that you are the only one who cares about your money more than I do. My practice is designed to serve a higher purpose than my own. Therefore, by definition, my advice needs to be the most ethical advice I can give, always providing you with a holistic observation and the many different opportunities that are available to you." - Mitchell B. Yellen
- I Practice What I Preach - "This is true in my life and in my practice. Any time you would like to see if I practice what I preach, ask to see my personal financial model. I would be happy to share it with you. It is my belief that a client is willing to open their lives to me then I should be willing to do the same." - Mitchell B. Yellen
- A Relationship - "I am not interested in making a quick sale to my clients. I expect to work with my clients for the rest of my working years. I hope to be advising them for 25 years, not 25 minutes. I owe it to them and to all the people they care enough about to refer to me to operate this way. My clients are also my friends and I am dedicated to being there for them in any way I can." - Mitchell B. Yellen
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