Mitchell Byrum

CFP

San Antonio, Texas

Professional Profile

Call Me When

Call Me When... You have a questions about anything that you think I may be able to help with. Also, if you are seeking comprehensive financial planning and want to hear about how our team delivers that.

Contact Method

Phone: 210-547-3450, Email: mitchell@sharrisfinancial.com

Profession

  • Wealth Planner
  • Professional Certifications

    CERTIFIED FINANCIAL PLANNER PROFESSIONAL

    Functional Expertise

  • Capital markets
  • Cash management
  • Charitable giving
  • Debt
  • Employee benefits
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Retirement
  • Tax
  • Trusts
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Transportation/Storage
  • Wholesale/Distribution
  • Client Results

    Membership

    San Antonio

    Member Since

    1 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Seeking knowledge and connections to help our clients with their small business planning and, ultimately, how to get liquidity out of the asset they have built.

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