Michael J. Fitzgerald, CPA/PFS, CFP®, MST
Retirement & Financial Planning, Houston, Texas
Wealth 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
http://www.fitzfp-llc.com
http://www.retirementplanninghouston.com
http://www.retirementplanningtexas.com
http://www.retirementcalc.com
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Michael J. Fitzgerald, CPA/PFS, CFP®, MST (Houston Texas)
Wealth Management & Investment Advisory Services, Houston, Texas
Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Houston, Texas) has been active in the financial planning field since 2000. He holds the licenses and designations of a Certified Public Accountant, (CPA), a Personal Financial Specialist, (PFS), a Certified Financial Planner®, (CFP), and a Masters of Taxation, (MST) and Bachelors of Business Administration in Accounting from the Texas A&M University. A well-known planner in the Houston, Texas area, Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Houston, Texas) has been cited been selected to the 2008 Guide to America’s Top Financial Planners and has just recently been recognized in the CPA Wealth Provider Magazine, where his firm was profiled as one of the cutting edge retirement planning firms of the future. Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Houston, Texas) is a founder and a principal at Fitzgerald Financial Partners, LLC a wealth management and investment advisory Registered Investment Advisory Firm, located in Houston, Texas. He works primarily with pre-retirees that have at least ($500,000) that are struggling to figure out how they can possible make it through 30+ years of retirement. His primary focus is using all 8 asset classes to build a 5 year 100% retirement income replacement platform, so that his clients can transition into retirement on their terms. He enjoys working with like-minded individuals, executives, business owners, families and pre-retirees, who want someone to get these tough answers. Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Houston, Texas) is actively involved in multiple professional development activities and is committed to improving the abilities and competence of other professionals involved in retirement & financial counseling. Professional activities include, Financial Planning Association, (FPA), Houston Financial Planning Association, American Institute of Certified Public Accountants, (AICPA), and the Personal Financial Planning Section of the American Institute of Certified Public Accountants. He has also been awarded the prestigious 5 Star Advisor on the Paladin Registry. He is heavily followed as one of the most cutting edge advisor online and is in current development of his retirement income replacement book. Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Houston, Texas) is very active in many community-based non-profit organizations, and is also a serious hunter. He, his wife Margaret, who is also a Certified Public Accountant, (CPA) and their two month old son enjoy travel, hiking, volunteering, and reading in their leisure time.
Wealth Management Texas - Wealth Management Houston TX - Wealth Management Houston Texas - Michael J. Fitzgerald, CPA/PFS, CFP, MST (Houston Texas) Is Featured Three Times At The National Level
Wealth Management Texas - Wealth Management Houston TX - Wealth Management Houston Texas
Financial Planning Texas - Financial Planning Houston - Financial Planning Houston TX - Michael J. Fitzgerald Featured At The National Level
Michael J. Fitzgerald, CPA/PFS, CFP, MST - (Houston Texas ) is feature at 3 national level groups and publications.
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Michael J. Fitzgerald, CPA/PFS, CFP, MST - (Houston Texas) was just recently feature in the July 2008 issue of CPA Wealth Provider and focused on his state-of-the art 5 year accelerated retirement platform. This platform is designed to help pre-retirees of all ages replace 100% of their income so that they can transition into retirement by focusing on their goals, and not what is going on in the stock market.
http://www.webcpa.com/article.cfm?articleid=28319&pg=ros
http://www.webcpa.com/article.cfm?articleid=28326&pg=ros
Michael J. Fitzgerald, CPA/PFS, CFP, MST - (Houston Texas) was also just recently featured on the front cover in the August 6th, 2008 issue of Accounting Today at at WebCPA in CPAs Can Help Boomers Make The Big Transition.
http://www.webcpa.com/article.cfm?articleid=28577&pg=financial&hbxcg=financial_planning
Retirement Planning Houston Financial Advisor Texas - Retirement Planning Houston Financial Advisor Houston Texas - Retirement Planning Houston Financial Advisor Houston TX Michael J. Fitzgerald, CPA/PFS, CFP, MST - (Houston Texas) just recenlty spoke at the July 31st Wi$eUp Women - Wi$eUp is a financial education program designed for Generation X and Y Women. It was developed by the U.S. Department of Labor Women's Bureau in support of the Department of Labor's Strengthening the Family Initiative. The Wi$eUp curriculum was developed by Texas AgriLife Extension Service under contract with the Women's Bureau. The original Wi$eUp website was developed by The University of Texas - Dallas Women's Center under contract with the Women's Bureau and is currently managed by Texas AgriLife Extension Service.
http://wiseupwomen.tamu.edu/teleconferences.php?date=2008-07-31
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