Helen Mize
Portfolio Manager-Equities at Resource Consulting Group, Inc.
Profile
Ms. Helen Mize is a Specialist Wealth Advisor at Resource Consulting Group, Inc. She joined the firm in October 2003.
She is a member of The Financial Planning Association, allowing her to continue her professional development by attending conferences and seminars directly related to financial planning.
Her seven years of experience as an office administrator for a local CPA firm, ten years in human resources, and four years working for State Farm have been valuable training for her current role as a specialist wealth advisor.
She works closely with a select group of high-net worth financial planning clients and their children preparing, implementing, and monitoring their financial plans and managing their investment portfolios.
She also counsels other advisors and clients on Social Security and Medicare issues.
Ms. Mize received her undergraduate degree from Valencia College.
Helen Mize active positions
| Companies | Position | Start |
|---|---|---|
Resource Consulting Group, Inc.
 Resource Consulting Group, Inc. Investment ManagersFinance Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities. | Portfolio Manager-Equities | 30/09/2003 |
Training of Helen Mize
| Valencia College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Resource Consulting Group, Inc.
Resource Consulting Group, Inc. Investment ManagersFinance Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities. | Finance |
- Stock Market
- Insiders
- Helen Mize
