Contact

Background

Registration

Fitzgerald Financial Management, LLC is a registered investment advisor firm since April 2004 with the State of California Department of Corporation’s Securities Regulation Division. You can get further information at www.corp.ca.gov/SRD/about.asp

Credentials

Raymond Patrick Fitzgerald, Advisor

  • CERTIFIED FINANCIAL PLANNER™ certification in 1989
  • Bachelor of Arts, Illinois State University, Normal, IL
  • College for Financial Planning, Denver, CO

Our Philosophy

Keep it simple: Open communication and straightforward strategies engender a sense of confidence and control of your finances rather than fear and lack of clarity. Unbiased advice that is not compromised by conflicts of interest resulting from commission-driven recommendations provide a wider range of opportunities.

Our long term perspective and diversification techniques help minimize tax consequences, enabling you to enjoy less volatility and more predictability.

Contact

R. Patrick Fitzgerald, CFP®
Fitzgerald Financial Management, LLC

Call or email us at:

Tel. 415-641-5365

E-mail fitzgeraldfinance@live.com