portrait of Matthew E Fitzgerald
FINANCIAL ADVISOR

Matthew E Fitzgerald

CFP®, CEPA®
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    Certified Financial Planner™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Traveling
  • Hiking
  • Snowboarding
  • Golfing
  • Pets

Team Members

  • Megan Kulfan
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(928) 282-5082

Fax

(888) 282-0341

Office Address

1725 W State Route 89a Suite 3
Sedona, AZ 86336opens in a new window

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