Michael  Fitzgerald,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Fitzgerald, CFP®

Raymond James & Associates

100 Meridian Centre, STE 315
Rochester, NY 14618
(585) 274-5004 CONNECT WITH Michael
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General

Michael Fitzgerald is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Raymond James & Associates in Rochester, NY and the surrounding communities.

Financial Advisor Overview

I provide comprehensive financial planning and investment advice through secure virtual meetings, making it easy to get expert guidance from anywhere. My technology-driven approach ensures financial planning is accessible, transparent, and stress-free.

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Financial Advisor Experience

With 10 years of experience, I help pre and post retirees navigate complex financial decisions with confidence. My approach focuses on market education, tax-efficient strategies and long-term wealth preservation. I believe that informed clients make the best decisions, which is why I prioritize transparency and education in every conversation. If you're looking for a financial partner that puts your interests first, let's connect.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - APMA

Insurance Licenses

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

Broker-Dealer Affiliation

Raymond James & Associates, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Getting Divorced, Job Loss, Retirement, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources