Mitch Christensen, CFP®, CPA

As a Financial Advisor at RS Crum, Mitch has a passion for helping individuals, families, and retirees navigate their personal financial journey at every stage of life. He focuses on creating tailored strategies that align with each client’s unique values, whether they are in the accumulation phase, planning for retirement, or pursuing legacy planning. With a strong emphasis on a collaborative approach, Mitch strives to provide clarity, direction, and positive action for each of his clients.

Mitch received a B.A. in Business Economics with a minor in Accounting from UCLA. He is also a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant.

Mitch has 10 years of financial services experience. Beginning his career as a CPA, Mitch saw opportunities to help his clients more impactfully through forward-looking, holistic financial planning rather than tax preparation. He originally joined RS Crum as an associate advisor in 2020, eventually becoming the firm’s Director of Financial Planning. He left the firm for a period, taking on a role as a financial planner at a different RIA. He happily rejoined RS Crum in 2026 as a financial advisor.

Mitch lives in Orange County, CA with his wife and two sons. On the weekends you can find them playing baseball, basketball, soccer, or just taking a walk around the neighborhood.