MICHAEL FITZGERALD<br /><span class=CFP®, CPA, CLU" class="right photo vcard_img" width="390" />

MICHAEL FITZGERALD
CFP®, CPA, CLU

Managing Partner

Phone: 281-717-2180
Fax: 281-599-3063
Mobile Phone: 281-236-4244
E-mail:
 
  • Getting to Know Mike..................
  • What books do you often recommend to people? The Energy Bus
  • What are your daily reads? The Wall street Journal, daily Scripture readings
  • You are often described as? Honest, hardworking, detailed and thorough
  • Family Matters – describe your household – A very close immediate family with my wife of 27 years, Helen and our two college age children Blake and Taryn. Both of our kids call home every day from college.
  • What is the greatest challenge you have overcome? My height! (I am 5’6” on a good day). One that comes to mind was getting through the initial two years of building my financial advisory business after changing careers at the age of 36.
  • What do you consider to be Underrated? Understanding that what you believe determines how you feel.
  • What do you consider to be Overrated? Massages…tried one once and spent $100 and it did nothing for me
  • How do you stay Sharp? Exercise regularly, maintain healthy diet and weight, read periodicals daily, study a small piece of scripture each day and spending time with my family
  • Family or Friends poke fun at? My wife says I snore, but I don’t believe her. Also, that I have trouble hearing when watching television.
  • Greatest Movie Moment? Top Gun - dogfight at end of movie
  • Financial Lesson you will teach your children? Spend, Save and Share your earnings
  • Most satisfying part of life at Fitzgerald Wealth Management? Working with an honest, ethical and hard-working team who are collectively focused on serving our client’s best interests.
  • Most People don’t know that I have..... Completed seven marathons, including the Boston Marathon in 2004

Hello, my name is Michael Fitzgerald, President of Fitzgerald Wealth Management. I joined AXA Advisors in 2002 to build a wealth management business leading clients to financial independence and security. Client relationships begin with a custom designed, tax efficient financial and estate strategy as a lead to decision making for investment management and insurance needs. I decided to build a team of like-minded professionals in 2010 and opened Fitzgerald Wealth Management. My individual practice within our firm focuses on serving the financial and estate planning needs of C-Suite, senior and middle management executives of large companies, many in the energy sector, entrepreneurs/ business owners, retirees, widows and divorcees. Professionally I am a CERTIFIED FINACIAL PLANNER™ professional (CFP®), a Certified Public Accountant (CPA), a Chartered Life Underwriter (CLU) and carry the FINRA Series 7 and Series 66 Licenses. I am also a personal financial section member of the American Institute of Certified Public Accountants (AICPA).

After graduating from the University of Texas in 1988 with a Master’s Degree in Public Accountancy, I worked five years with Arthur Andersen auditing Fortune 500 energy companies and smaller family owned businesses. Concurrently, an opportunity presented to purchase a fledgling retail operation in a local shopping mall allowing me to follow a personal dream of being a business owner entrepreneur. The success of the retail venture led me to leave public accounting and to build a chain of retail stores in Houston, Texas through 2002. Concern for the impact online shipping would have on shopping mall retail operations combined with desire to spend greater time with my wife and children led me to sell the stores, thankfully with a significant profit.

I enjoy the opportunity to support local schools and non-profit organizations. As a parent of a child with Down Syndrome, I actively support many local charities with a concentration on those assisting individuals with disabilities. I am the past Board President of the Family to Family Network, a Houston-based non-profit providing information, training, referral and support services to families with children having disabilities.

My wife, Helen and I have lived in the Katy, Texas community since we married in 1988. We have been blessed with two wonderful children, Blake and Taryn. In my free time, I enjoy running, golfing, traveling, watching college and NFL football and great food.

 

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

CA Lic# OH22770

AR Lic# 7340913

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California Insurance License #: OH22770

Arkansas Insurance License #: 7340913


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Fitzgerald Wealth Management is not owned or operated by AXA Advisors, LLC or its affiliates.

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