Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
7yrs
Mitchell Taing has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Irvine, California. Mitchell has been with Eagle Strategies since 2025. Eagle Strategies offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office2020 Main St 10th Floor, Irvine, CA 92614
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2025 – nowEagle Strategies LLCCurrent firm
Contact Mitchell
Local office(949) 797-2400Ask for Mitchell. (888) 695-3245Main office · New York, NY 2020 Main St 10th FloorIrvine, CA 92614Office · Get directions Firm websitewww.eaglestrategies.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mitchell
How do I contact Mitchell?
Call Mitchell’s local office at (949) 797-2400 or the Eagle Strategies main office at (888) 695-3245, and ask for Mitchell Taing.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Mitchell hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
SPC
47yrs
Top advisor by experience at SPC
Stifel, Nicolaus & Company
46yrs
Top 1% by experience in Irvine
Wells Fargo Advisors
46yrs
Top 1% by experience in Irvine
Morgan Stanley
46yrs
Top 1% by experience in Irvine
UBS Financial Services
45yrs
Top 1% by experience in Irvine