Michael J. Fitzgerald, CPA/PFS, CFP®, MST
Retirement & Financial Planning, Houston, TexasWealth Management & Investment Advisory Services, Houston, Texas Michael J. Fitzgerald, CPA/PFS, CFP®, MST’s, (Houston, Texas) focus is on retirement income replacement with integration into personal finance, especially the areas of 100% retirement income replacement strategies and tax minimization distribution planning. Michael J. Fitzgerald, CPA/PFS, CFP, MST, (Houston, Texas) is an expert on current tax law changes and effects to IRAs, 401(k)s and other employer-sponsored retirement plans and through his unique planning he is able to show pre-retirees how to develop a 5 year retirement business plan focused on reaching their goals through replacing 100% of their income through his retirement income replacement platform.He is a frequent speaker at retirement and online events, including advisor training seminars, client education events and leadership recognition programs.Prior to forming his company Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Houston, Texas) served as the Director of Wealth Management for a prestigious Registered Investment Advisory firm in Washington D.C. As the Director of Wealth Management, Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Houston, Texas) provided analysis and day-to-day operations for 65 ultra-wealthy families with over $179 Million dollars of assets under management. Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Houston, Texas) provided strategies and ideas on a variety of topics including financial planning, investment strategies, stock market outlook, asset allocation, retirement and estate planning.Michael J. Fitzgerald, CPA/PFS, CFP®, MST then after relocating back to Houston, Texas formed his own Fee-Only Wealth Management & Investment Advisory Registered Investment Firm focusing on helping clients replace 100% of their income and transition into retirement on their terms. Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Houston, Texas) has earned multiple professional licenses and certifications: He is a Certified Public Accountant, (CPA), one of only 3,600 CPAs out of the 575,000 CPAs practicing in the United States that have obtained the Personal Financial Specialist credential. He is a CERTIFIED FINANCIAL PLANNER, (CFP®). He has also earned his Series 65 licenses as an Investment Advisor Representative for a Fitzgerald Financial Partners, LLC a Registered Investment Advisory Firm in Houston, Texas.Retirement & Financial Planning, Houston, TexasWealth Management & Investment Advisory Services, Houston, Texas
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