top of page
1000010821.jpg

Mitchell Wellings

Tax Accountant

Mitchell is the son of Bruce Wellings and grandson of Wellings & Co. founder, Timothy F Wellings Jr. He graduated from Thomas Edison State University with a bachelor's degree in accounting and is currently working toward his CPA certification. Mitchell has 5+ years working on tax preparation with the firm and brings in skills from past jobs and courses in the areas of customer support, QuickBooks and Microsoft Office programs.

​

In his spare time, he enjoys spending time with his friends and family, playing golf, and cheering on the local Bay Area sports teams such as San Francisco Giants, 49ers, and San Jose Sharks.

Office: 650-321-0622

*Check the background of your financial professional on FINRA’s BrokerCheck

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services    , Member FINRA, SIPC Investment advisory services offered through Avantax Advisory Services    . Placing business through Avantax Insurance Agency     and Avantax Insurance Services    . CA #0D71784.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

SM

SM

SM

SM

bottom of page