Cathy L. Fitzpatrick,  CFP<sup>&reg;</sup> - Financial Advisor

Cathy L. Fitzpatrick, CFP®

Tax & Financial Group

4001 Macarthur Blvd, Ste 300
Newport Beach, CA 92660
(949) 223-8523


Cathy Fitzpatrick is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tax & Financial Group in Newport Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Securian Financial Services, Inc.

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Women's Finances


Helpful Financial Planning Resources