Qualifications

Principal John Fitzgerald is a registered investment advisor and chartered financial consultant (ChFC®). A ChFC is the most advanced financial planning designation obtainable.John is registered in 16 states and holds the Series 66, 65, 63, 7, and 6 with 24+ years’ experience in the financial industry. Additionally, he is licensed in health, life, and disability insurance, 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. His firm is committed to advising individuals and families with customized opportunities and wealth management solutions to the increasingly complex needs of today’s 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 the Children’s Cancer Center through his former organization, the Acacia group. After six successful years, John and other sponsors 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. (PCH Golf Tournament)

John is a graduate of Virginia Tech with a Bachelor of Science – Finance. John, his wife, Cindy and their four children reside in Scottsdale.

PRESS RELEASE: Cambridge Signature Club Recognition