Timothy  FitzGerald,  CFP<sup>&reg;</sup> - Financial Advisor

Timothy FitzGerald, CFP®

CEPA

Financial Planner

1000 Corporate Drive, Suite 700
Fort Lauderdale, FL 33334
(954) 513-8566

General

Timothy FitzGerald is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Fort Lauderdale, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Exit Planning Advisor (CEPA)

Insurance Licenses

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

Broker-Dealer Affiliation

MML Investors Services, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Corporate Finance, Investment Management, Employee Benefits, Government & Military, Irregular Income, Mutual Funds, Minority Financing, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes

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