Paul Mitchell, CPA, PFS, CFP®, CRPC®

Certified Financial Planner ®, Certified Public Accountant and Chartered Retirement Planning Counselor ®

Paul Mitchell has extensive personal and professional experience. Mr. Mitchell has been employed in the financial services industry since 2000. His business background started in high school when he and his brother started a tennis racquet stringing business in Blacksburg, Virginia.  He graduated from Virginia Tech in 1983 with a Bachelor of Science in Business with a major in Accounting. In 1984, he obtained a Master of Accountancy from Virginia Tech. After college, Paul worked in the tax department of Deloitte, Haskins & Sells as a tax consultant.  In 2000, he formed Paul Mitchell CPA PC and operated it as a tax, accounting and consulting business until October 2009.  He sold that firm to focus exclusively on financial planning and investment management services.

Through his work career, he has attained the professional designations of both a Certified Public Accountant and a Certified Financial PlannerTM.  Paul is also a Personal Financial Specialist (PFS) and a Chartered Retirement Planning CounselorTM (CRPCTM ).

He previously served as the Roanoke area Chapter Director for H.D. Vest Investment Services SM, and a Mentor for several H.D. Vest Investment Services SM representatives. In these roles he helped CPAs, EAs and other tax professionals who are H.D. Vest Investment Services SM Advisors learn how to be a more effective financial planning and investment professional.  

Paul thoroughly enjoys tennis, traveling, bicycling and spending time with his family and friends.  

Paul Mitchell is licensed to sell a variety of investment and insurance products. Paul Mitchell is a Registered Representative of LPL Financial. The back office of LPL Financial provides many additional resources to our firm.

Paul Mitchell CPA, PFS, CFP® CRPC® is a registered representative of LPL Financial and is registered to transact business with clients in Virginia, West Virginia, North Carolina, South Carolina, Kentucky, Florida, Georgia, Arizona, California and Washington. Paul Mitchell CPA, PFS, CFP®, CRPC® is also an insurance agent licensed in Virginia, South Carolina, and West Virginia. He also is registered as an LPL Investment Advisor Representative in Virginia. 

Phone (540) 953-2371
Fax (540) 315-9852