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Jamie Mutinsky

Advisor at Emissary Wealth

Updated today
Emissary Wealth logo

Firm

Emissary Wealth

Location

Simi Valley, CA

Credentials

CFP®, Series 65

Industry experience

4 years

About

Jamie Mutinsky is a CFP® and holds a Series 65 license, with four years of experience in the financial industry. He has worked at Emissary Wealth since 2020 and previously held roles at AssetMark, KeyBank, and Siena College, among others. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, offering comprehensive financial planning and discretionary and non-discretionary investment management. The firm emphasizes fundamental analysis and a goal-driven planning approach, managing private pooled investment vehicles with a focus on real estate-related investments.

Client services

Based on Emissary Wealth

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Emissary Wealth

Business exit / sale strategy Real estate investing Active portfolio management

Occupation focus

Based on Emissary Wealth

Founder/Business Owner Executive

Fee options

Fixed

Fixed financial planning fees ranging typically from $2,500 to $20,000 per year

Percentage

$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $15,000,000: 0.50% $15,000,001+: 0.25%

Project-based

Typically $300 per hour for financial planning, subject to negotiation

Other

Minimum fee: Minimum annual fee of $2,500, waivable at Adviser's sole discretion Fee-only: Fixed financial planning fees typically range from $2,500 to $20,000 per year; hourly financial planning fees at $300/hour, subject to negotiation

Location

Simi Valley, CA

Most active in

California · New Jersey

Work history

Emissary Wealth, LLC

2020 - Present (6 years)

AssetMark

2020 - 2020 (1 year)

KeyBank

2019 - 2019 (1 year)

Siena College - Office of Admissions

2019 - 2019 (1 year)

Jawonio, Inc.

2018 - 2018 (1 year)

Siena College - Office of Community Living

2017 - 2020 (3 years)

Jawonio, Inc.

2017 - 2017 (1 year)

Siena College Research Institute

2017 - 2018 (1 year)

Siena College

2016 - 2020 (4 years)

North Rockland High School

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment
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Charles C

Series 63, Series 65

Thousand Oaks, CA

Carty Financial, Inc.

Concentrated stock management
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Bruce B

Series 63, Series 65

Thousand Oaks, CA

Bassin, Bruce

General retirement planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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Matthew B

CFP®, Series 66

Santa Rosa Valley, CA

Opes MVB Capital, LLC

Wealth management Real estate investing Founder/Business Owner
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Vanessa F

Series 65

Woodland Hills, CA

She Wealth Advisors LLC

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Private / alternative investments Values-based investing
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Daniel D

CFP®, Series 63, Series 65

Thousand Oaks, CA

Daniel J. Disimile CFP, LLC

Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning
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