John M. FitzPatrick,  CFP<sup>&reg;</sup> - Financial Advisor

John M. FitzPatrick, CFP®

EA

Morris Planning Associates, Inc.

PO Box 289
Morris Plains, NJ 079500289
FINANCIAL ADVISOR'S WEBSITE
(973) 267-7900

General

John FitzPatrick is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morris Planning Associates, Inc. in Morris Plains, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Insurance Licenses

  • Life insurance: NJ, FL, WA
  • Health/disability insurance: NJ
  • Fixed annuities: NJ, FL, WA
  • Variable annuities: NJ, FL, WA

Broker-Dealer Affiliation

H.D. Vest Financial Services

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

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