Michael Fitzgerald CPA PFS CFP MST
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Michael Fitzgerald CPA PFS CFP MST
- Bis heute 18 Jahre und 9 Monate, seit Sep. 2006
College Funding & Retirement Strategies
Retirement Planning Texas - Fitzgerald Financial Partners, LLC
Wealth Management Texas – Wealth Management Houston – Wealth Management Houston Texas (Wealth Management Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST Wealth Management & Financial Planning, Houston, Texas Wealth Management & Investment Advisory Services, Houston, Texas (Wealth Management Houston Texas)Michael J. Fitzgerald, CPA/PFS, CFP®, MST, (Retirement & Financial Planning, Houston, Texas), is a Wealth Management financial planner with Fitzgerald Financial Partners, LLC a Fee-Only Weal
- Bis heute 19 Jahre und 5 Monate, seit 2006
President
Fitzgerald Financial Partners, LLC
Ideal Client Profile I personally do not accept any new real estate clients, unless I am confident that I will be able to add "real value" to the relationship. Furthermore, they must reasonably match my ideal Client Profile as follows; however, I will make some exceptions if the client is fun and
- 10 Monate, Jan. 2006 - Okt. 2006
Director of Wealth Management
Capital Management Group
Director of Wealth Management Handled day-to-day operations of a $175M portfolio of Stocks, Bonds, Mutual Funds, ETFS, ETNs, Unit Investment Trusts, REITs. Performed porfolio design and selection of appropriate investments based on client's Investment Policy Statement (IPS). Helped clients focu
- 1 Jahr und 9 Monate, Okt. 2003 - Juni 2005
Assurance Associate
Ernst & Young, LLP
Specialized in company internal control design & testing. Energy Trading, REITS, Oil & Gas, Real Estate. External Audits, FAS 109 Income Tax Specialist, Financial Planning.
Ausbildung von Michael Fitzgerald CPA PFS CFP MST
- 4 Jahre und 1 Monat, Aug. 1997 - Aug. 2001
Accounting - Tax Track
Texas A&M University
Tax Planning & Minimization
Texas A&M University
Sprachen
Englisch
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