CIA In The News
2107 - Mitchell was asked to write a piece for Financial IQ on Risk Aversion. He uses his psychology degree from the University of Pennsylvania in "Learn to Play Psychologist Around Loss Aversion"
2017 - Look for us in the CNBC article "Deciding what to do with an inherited house"
2017 - CIA was honored by the mayor of Santa Monica for their Santa Monica Green Business Certification Program 10th Anniversary Celebration.
2017 - This year we were one of four local businesses featured in the Santa Monica Sustainable Quality Awards Introduction Video. If you have a few extra minutes, we also got the original Directors Cut that was produced before being edited for time.
2017 - The article "Parents of the bride are still getting stuck with the majority of wedding costs" has many quotes from Mitchell regarding saving for a wedding.
2017 - CNBC had Mitchell featured in their article "Up on Trump or in the dumps, don't invest emotionally."
2017 - Marketwatch.com's "America’s trillion-dollar wealth transfer: How to prevent a generation of entitlement" mentioned Capital Intelligence a couple of times.
2017 - Mitchell was quoted in an article about the ESG/SRI Parnassus Fund in Bloomberg: "Stock-Picking Champ Is a Do-Gooder Who Doesn't Overdo Idealism"
2017 - Capital Intelligence Associates was the member highlight for the March 9th edition of the Santa Monica Chamber Newsletter.
2017 - Capital Intelligence Associates was featured in the Green Business Spotlight for Sustainable Santa Monica. To read the full article, look at the March 1, 2017 entry to our blog.
2016 - Mitchell was quoted in the article Money Magazine Article "Financial Advisors Are Telling Investors to Chill"
2016 - Financial Advisor IQ ran a piece on the future of planning/investment firms quoting Mitchell.
2016 - Financial Planning Magazine ran a piece about multigenerational financial planning teams. Look for us about half way through: Don't Call Me Mom: When Advisors Join a Parent's Firm
2015 - We are featured in the Financial Times article "Want a Money-Smart Kid? These Games Teach the Basics"
* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014 Five Star Wealth Managers.