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 Profile
Houston, TX - Wealth Management, Retirement Planning & Financial Planning
Michael J. Fitzgerald, CPA/PFS, CFP®, is an Investment Advisor Representative of a Registered Investment Advisory Firm and the founder and President of Fitzgerald Financial Partners, is a Fee-Only Investment Advisory & Wealth Management service firm specializing in helping Pre-Retirees retire in five years at 100% income replacement. We are located in Houston, Texas but our technology allows for client's accessibility globally.
Michael’s focus has been on providing comprehensive retirement planning advisory services to high net-worth individuals and their families. Presently Michael, and Fitzgerald Financial Partners is concentrating on helping a select amount of specialty clients retire in five years with 100% income replacement.
Michael’s planning background includes extensive experience in retirement distribution and estate planning, income tax planning and compliance, structured cash flow management and emergency contingency retirement planning. Additionally, he has been heavily involved with the investment management process for each one of his clients, including the asset allocation design and implementation, as well as the on-going monitoring of his client's portfolios and retirement needs.
Summary of Qualifications and Experience
• Certified Public Accountant (CPA)(Texas)
• Personal Financial Specialist (PFS)
• Certified Financial Planner® (CFP)
• Series 65 License
• Member of the American Institute of Certified Public Accountants (AICPA)
• Member of the Personal Financial Planning Section of the AICPA
• Member of the Financial Planning Association
• Member of the Houston Area Financial Planning Association
• Masters of Science in Accounting - Tax & Consulting Track, Texas A&M University
• Bachelors of Business Administration in Accounting, Texas A&M University
• Actively involved in many Texas A&M's related Associations
• Actively involved in national and local Real Estate organizations
• Member of the Houston's Young Real Estate Professionals (HYREP)
• Member of FPA's NexGen (The next generation of financial advisors)
• Member of the American Legion
• Honorably discharged from both the United States Army and
the Texas State National Guard after 8 years of military service as an Infantry Squad Leader.
Recognizing that a client’s time is limited, and in an effort to provide the most value to each client, Michael J. Fitzgerald has earned the Personal Financial Specialist (PFS) designation, which is sponsored by the American Institute of Certified Public Accountants, and granted only to CPAs specializing in personal financial planning, the true standard in financial planning. Michael also has earned the Certified Financial Planner (CFP)® License and holds a Series 65 license as an Investment Advisor Representative of a Registered Investment Advisory Firm.
Michael keeps current on all tax and retirement developments by attending continuing education conferences and seminars throughout the year. Michael is actively involved in the financial planning community. He is a member of the Financial Planning Association, (FPA), he is a member of the Financial Planning Association of Houston, the American Institute of Certified Public Accountants, the American Institute of Certified Public Accountants - Personal Financial Planning Section and he is a member of the NextGen, a nationally recognized group of leading young financial planners, the next generation of financial planning leaders. Michael is also actively involved and specializes in helping Real Estate Investors and Professionals plan for a successful business and future.
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