Mitch Spinneberg

Experience and education

Mitch provides personalized wealth planning solutions for ultra-high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on client’s long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, Mitch held the advisor position at AdvicePeriod, where he assisted on delivering personalized wealth management to a select group of high-net-worth individuals. While there, he also focused on creating customized financial strategies that reflected not only the clients’ objectives but also their individual life journeys.

Mitch holds a bachelor’s degree in business administration with a focus in finance from the University of San Diego, where he graduated summa cum laude.

Personal interests

Away from the office, Mitch enjoys staying active and spending time with friends and family.