At Monolith Financial, our sole focus is YOU.
Jeff Mitchell is the CEO and founder of Monolith Financial Group. He has over 25 years’ experience in the insurance and annuity industry.
While working as a captive agent earlier in his career, Jeff found that he could only offer his clients the products that the insurance company provided instead of what they really needed to help reach their financial goals. In 2006, Jeff started Monolith Financial Group to offer clients a wide variety of products without the limitations of any one company.
Jeff holds his Series 65 license as well as life insurance licenses (#0777322) in California and Nevada. He is also an investment advisor representative (CRD# 2325229) of JCG Investments, Inc.
When it comes to retirement strategies, Jeff’s philosophy is to assume less risk and focus on more wealth preservation while enjoying a stable and sustainable retirement income. He helps clients build strategies that allow them to retire with confidence.
Jeff has been featured in several publications, including Newsweek, USA Today, the Sacramento Bee, the Wall Street Journal and Yahoo Finance.
Jeff has been married to his wife, Rachelle, for over 30 years. His son, Greg, has been working alongside him for over four years. His daughter, Camille, recently joined the firm over two years ago. Jeff and his family love visiting their family cabin in Donner Lake and traveling the world together.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at (916) 367-6430 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.