John D. Fitzgerald, ChFC®
Principal John Fitzgerald is a registered investment advisor and chartered financial consultant (ChFC®). The ChFC, similar to a CFP but requiring more coursework, is a professional designation granted by the American College upon completion of nine college-level courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
John is registered in 17 states and holds the Series 6, 7, 63, 65 and 66 with over 25 years’ experience in the financial industry. Additionally, he is licensed in life, health, disability, and long-term care insurance. With his straight-forward approach, John has assisted hundreds of individuals and families with their financial needs, planning, and retirement goals. He works with a multitude of fund and annuity companies providing his clients prudent financial solutions. Some of the companies include:
Charles Schwab - Vanguard - Fidelity - ING - Allianz - Transamerica - Nationwide - Voya -Oppenheimer - TD Ameritrade - American Funds
His firm is committed to advising individuals and families with customized opportunities and wealth management solutions to the increasingly complex needs of this marketplace.
He is a pillar of the community, giving his time to coach Pop Warner football and Little League baseball for over a decade. In 1994, he began a charity golf tournament for Camp Rainbow, a camp for children battling cancer, through his former organization, the Acacia group. After six successful years, John reached out to others in the community to embrace the event in partnership with the Phoenix Children’s Hospital and created the cornerstone of what is now one of the best charity golf tournaments in Arizona, the PCH Golf Tournament.
John is a graduate of Virginia Tech with a Bachelor of Science in Finance and Insurance. John and his wife Cindy have four children and reside in Scottsdale.
PRESS RELEASE: Cambridge Signature Club Recognition
Fitzgerald Wealth Management
Our mission is to assist you in fulfilling your financial goals and needs. Our purpose is to understand your objectives, current financial state, and future retirement goals. And our values are in line with that of Cambridge Investment Group, Inc.:
Through financial planning and offering sound advice regarding the appropriate use of financial services and products through a process grounded in individualized protection and risk management, we are here to assist you in achieving your goals. We are committed to advising individuals and families with customized opportunities and wealth management solutions to the increasingly complex needs of today’s marketplace. We offer investment, insurance, and financial planning.
If you would like a copy of our fee schedule, have questions, or would like to meet with John Fitzgerald, please fill out the form below and we will be in contact with you.