Awarded by The American College of Financial Services, the CAP® designation reflects advanced training in philanthropic planning, estate design, and legacy strategies. By achieving this certification, Mithun joins a select group of advisors nationally recognized for their ability to help individuals and families integrate personal values with financial goals to create meaningful, long-term impact.
“Philanthropy has always been important to me—both personally and professionally,” said Mithun. “This designation provides the framework and insight to help clients turn their charitable intentions into lasting legacies.”
A respected leader and advocate in the South Florida community, Mithun has long been committed to supporting the region’s nonprofit sector. With his CAP® credential, he is uniquely qualified to guide clients through the often-complex process of charitable planning—helping them align wealth with purpose and maximize their philanthropic potential.
The Chartered Advisor in Philanthropy® program is offered through The American College of Financial Services, a nationally accredited institution with nearly a century of leadership in financial education and a focus on ethics, professional excellence, and lifelong learning.
About Wells Fargo Advisors
With a heritage dating back to 1879, Wells Fargo Advisors provides investment advice and guidance to clients through nearly 12,000 Financial Advisors and referrals from more than 4,000 Licensed Bankers. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. The firm is headquartered in St. Louis, Missouri.
To learn more, visit www.wellsfargoadvisors.com.
Melissa Perlman
BlueIvy Communications
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