Mitch Zides, CFA, CFP® Serves the Local Community
For over 16 years, Mitch has helped clients achieve their financial goals through strategic investment management and retirement planning. At Constant Guidance Financial, Mitch provides tailored wealth management services designed for clients seeking professional and active portfolio management. As a Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®), Mitch employs a disciplined approach based on fundamental analysis, incorporating economic insights, market trends, and detailed company evaluations.
Mitch’s main responsibility is actively managing investment portfolios, focusing on building strategies such as tax-efficient investing and covered call writing to maximize returns. While he concentrates on portfolio management, Mitch also guides clients in planning retirement roadmaps that integrate their long-term objectives with investment strategies.
Constant Guidance Financial is an independent, fee-only advisory firm. This independence allows Mitch to provide objective, unbiased advice without the influence of sales quotas or production targets, ensuring each client receives a personalized plan tailored to their unique financial situation.
Mitch is the only CERTIFIED FINANCIAL PLANNER™ in the local area with a Chartered Financial Analyst designation and MBA. Mitch’s specialty is managing portfolios, analyzing mutual funds, and he is differentiated from other advisors in that he has the education and professional investment experience to help give you confidence in your investments. His formal education consists of:
- BS in finance from University of Massachusetts, Amherst
- MBA from Bryant University
- CFA charterholder
- Certified Financial Planner™
Prior to founding Constant Guidance Financial, Mitch spent over three years at Wellington Management in Boston where he helped oversee investment portfolios for key institutional asset management relationships ranging in size from $80 million to $3 billion. Mitch offered investment solutions which included a broad range of the firm’s strategies such as equity, fixed income, and hedge funds.
Mitch’s investment experience consists of:
- Managing investment portfolios for high-net-worth individuals, families, and businesses
- Utilizing a fundamental analysis approach that examines economic factors, market trends, and individual companies
- Implementing tax-efficient strategies and covered calls to enhance portfolio performance
Providing comprehensive retirement planning tailored to align with clients’ financial objectives
Mitch lives in North Attleboro with his wife, Bridgitte, and their three children, Bella, Remi, and Maxx. Outside of work, he enjoys playing sports with his kids, golfing, and reading historical biographies.
Below is a summary of Mitch’s designations and certifications:
Chartered Financial Analyst (CFA)– No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation. With more than 100,000 CFA charterholders in over 135 countries and territories and an increasing demand worldwide for the CFA Program, the charter has become the global professional investment credential.
Certified Financial Planner (CFP®)– Any advisor may call themselves a “financial planner,” but only those who have fulfilled the certification and renewal requirements of the CFP® Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism.