Mitch Yellen has a long history of achieving success by following his goals and embracing the nontraditional. Overcoming a rocky childhood that included his parents’ early divorce and an early exit from high school, Mitch chose to pursue his dreams of becoming an actor in Hollywood at the age of 18. During the next few years, he had a transformative experience with Christ and also met and married his wife, Windsor, who was also pursuing an acting career. The young couple then decided to move to Northern California, where they hoped to find a better environment to raise their family.
Mitch retained his love for acting while in Northern California, keeping his SAG membership and creating theatre shows for his children. He also began to develop his new interests during this time: investing and the financial industry. After working for 13 years as a money manager for Park Avenue Securities, Mitch realized that the traditional system of financial planning was based on fraud and fallacy, eventually walking away from a lucrative contract and hefty residuals so he could maintain a clear conscience. Mitch now had new goals to pursue: he knew there was a way to build significant wealth that wouldn’t violate his integrity or faith, and he quickly began to develop a different strategy for investing and financial development that didn’t rely on risky or unethical practices.
Mitch’s nontraditional approach to investment banking and financial planning has yielded a successful model that’s based on the concept of becoming your own bank. The original idea has been around for hundreds of years, and it’s been used by many famous businessmen in the past including Walt Disney and JC Penney. After following the Lord’s call to move to Colorado, Yellen began to utilize this nontraditional system to start several successful businesses and real estate development projects while also teaching others how to build wealth through safer strategies. Through the Personal Equity Institute, he shows clients how to reduce risk and debt in their financial plans using the Be the Bank plan. Mitch believes that Christian financial advisors are called to a higher standard of stewardship, accountability and integrity, which means that rather than trying to use a Christian label as a selling point--or as a means to cover poor results--he believes the performance of his strategies and the success of his clients are the best way to honor Christ’s name in his business pursuits.
Mitch and his family continue to live in Colorado Springs, where he also helps the community by regularly donating to charities such as the Colorado Springs Dental Society, Sarah’s Home, and Family Talk.
Mitch retained his love for acting while in Northern California, keeping his SAG membership and creating theatre shows for his children. He also began to develop his new interests during this time: investing and the financial industry. After working for 13 years as a money manager for Park Avenue Securities, Mitch realized that the traditional system of financial planning was based on fraud and fallacy, eventually walking away from a lucrative contract and hefty residuals so he could maintain a clear conscience. Mitch now had new goals to pursue: he knew there was a way to build significant wealth that wouldn’t violate his integrity or faith, and he quickly began to develop a different strategy for investing and financial development that didn’t rely on risky or unethical practices.
Mitch’s nontraditional approach to investment banking and financial planning has yielded a successful model that’s based on the concept of becoming your own bank. The original idea has been around for hundreds of years, and it’s been used by many famous businessmen in the past including Walt Disney and JC Penney. After following the Lord’s call to move to Colorado, Yellen began to utilize this nontraditional system to start several successful businesses and real estate development projects while also teaching others how to build wealth through safer strategies. Through the Personal Equity Institute, he shows clients how to reduce risk and debt in their financial plans using the Be the Bank plan. Mitch believes that Christian financial advisors are called to a higher standard of stewardship, accountability and integrity, which means that rather than trying to use a Christian label as a selling point--or as a means to cover poor results--he believes the performance of his strategies and the success of his clients are the best way to honor Christ’s name in his business pursuits.
Mitch and his family continue to live in Colorado Springs, where he also helps the community by regularly donating to charities such as the Colorado Springs Dental Society, Sarah’s Home, and Family Talk.