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

John M. FitzPatrick, CFP®

EA

Morris Planning Associates, Inc.

10950 SW Celeste Ln, Apt 401
Portland, OR 97225-7120
(862) 259-1249

General

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