Wealth Wonks

Wealth Wonks

Wealth Wonks represents the result of Mitchell B. Yellen’s 18+ years in the financial services industry. He has risen mutually in stature and performance and has been amid the million-dollar round table, the top of the table, and the court of the table for the past 18 years. Mitchell built Wealth Wonks on a loyalty to serve others through the progression of wealth-building wisdom.

“People need more than a financial product,” Mitchell says. “They need to understand that wealth-building processes and enlightened strategies are what build true wealth. So many with real wealth potential are still languishing in the shadows of traditional financial planning, and we are blessed to have the answers they need. It is my passion (and my calling) to lead others into this light that has so profoundly changed my life.”

Mitchell Yellen the founder of Wealth Wonks was born and raised in the world of financial misinformation. Learning more from the streets of New York and Los Angeles than from textbooks, Mitchell found early success as a traditional financial planner at Park Avenue Securities, where he was honored as the Agent and Rookie of the Year. Then, in 1988, he met Robert Castiglione, who led Mitchell out of the traps of conventional financial thinking and into the powerful world of true wealth building.

“Wonk” (noun) (plural: “Wonks”) — One who studies an issue or topic thoroughly or excessively, becoming the scholar, expert and teacher.

“Wealth” (noun) — The state of being rich and affluent; having an abundance of material goods and money.

“Wealth Wonk” (noun) (plural: “Wealth Wonks”) — A tenacious student of socio-economic trends, legislative impact, changing business opportunities and financial strategies; an adamant non-traditionalist at financial planning; a guru in wealth building practices and processes.

Wonk is also “Know” spelled backwards - A wealth “Know-it-all!” ( wealthwonks.com )