Mitchell Marriott understands that serving his clients’ needs and objectives are his primary responsibility. He helps his clients navigate the financial services industry, diverse options and the ever-changing markets.
My Vocational Approach
As a former teacher and a caring family man, Mitchell brings a style of genuine interest and a thoughtful educational agenda to each of his interactions. Mitchell believes that if he can gain the trust and open communication of his clients, that achieving their goals and objectives becomes a definable plan.
Mitchell brings over 16 years of financial services experience working with high net worth individuals and families in the areas of investment management and insurance services. He, as part of the Team at Alpha, is able to provide a one-stop holistic financial services experience. Mitchell works with small businesses on investment and retirement needs.
His academic credentials include a Bachelor of Arts with a double major in Economics and Politics from the University of California at Santa Cruz. He holds his Series 7 securities registration through LPL Financial and Series 66 registration through LPL Financial and Alpha Wealth Management and Planning. He also has his California State Life and Health Insurance Licenses.
Mitchell is currently on the Board of the Marin Economic Forum. Mitchell has volunteered regularly for over 1600 hours of community events in Marin; Safe Routes to School, Mountain Play, MarinLink, Human Race, Marine Mammal Center, his children’s school and his Lodge to name a few.
Family, Interests, Good Health, and Balanced Life.
Mitchell has lived in Marin for 46 years, is happily married for 15 years and stays active keeping up with his twin sons. He has competed in 19 Triathlons and counting, including the Escape from Alcatraz. He is an avid photographer and has lived and traveled the world for over six years, including a one year honeymoon abroad.