Mitchell Sasonoff, CFP®, RICP®, ChFC® in

Mitchell Sasonoff, CFP®, RICP®, ChFC®

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Partner | Wealth Management Advisor at Korsa Wealth Management
📍 Seattle, Washington, United States

Mitchell Sasonoff is a Partner and Wealth Management Advisor at Korsa Wealth Management, backed by Northwestern Mutual. He specializes in providing financial planning for tech professionals, business owners, and retirees. Colleagues and clients describe him as knowledgeable, proactive, patient, and trustworthy.

Outside of his professional work, Mitchell enjoys building strong relationships with his clients, which includes activities like hosting golf outings. He has a demonstrated interest in supporting his local community, particularly professionals navigating career transitions in the tech industry.

He has been the "Lives Impact Leader" for his Northwestern Mutual office for four consecutive years, impacting over 640 lives.

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Experience
13 Years
Current Role
Partner | Wealth Management Advisor
Location
Seattle, Washington, United States
Personality Overview

How Mitchell shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mitchell cares about

Tech Professionals' Finances
He specializes in serving tech professionals and actively reaches out to offer support during events like industry layoffs.
Tax Planning
He proactively advises clients on upcoming tax law changes, such as Roth IRA conversions and the qualified business income (QBI) tax deduction.
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Career

Work history

6-2023
Partner | Wealth Management Advisor
Korsa Wealth Management
2017
Wealth Management Advisor
Northwestern Mutual
2016 - 2017
Risk Advisor
RSM US LLP
2013 - 2016
Associate
Nordstrom
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
Retirement Income Certified Professional
The American College of Financial Services
Certified Financial Planner
The American College of Financial Services
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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