Fitzgerald Financial Management

Unbiased and Objective Guidance

We know there is a better way. Fitzgerald Financial Management removes the conflict of interest from the traditional commission-driven way of typical financial managers. This is why we developed a business where you pay only for the information and services you need based on what you received. We deliver unbiased and affordable investment services to our clients.

Experience

Principal Advisor, R. Patrick Fitzgerald CFP®, brings decades of successful strategies and experience to his clients in personal finance, investment portfolios, trust management, elder care issues and charitable planning.

• Conceptualized, initiated and managed financial planning and investment services as an Investment Officer for two banks: Bank of Ravenswood & First National Bank of Chicago, Chicago, IL.
• Authored, designed and published a financial calculations guidebook for the Certified Financial Planner Training Program at Roosevelt University, Chicago, IL.
• Finance Instructor and business consultant, Core Business Planning Class for small and micro enterprises, Renaissance Entrepreneurship Center, San Francisco, CA.