As a financial advisor with a CERTIFIED FINANCIAL PLANNER™ certification, I joined Edward Jones in 2016 in order to fulfill my passion maximizing client's life goals and ensuring they live their best life possible. I became a financial advisor because I saw first-hand financial mistakes that were made within my family and realized how different their outcomes would have been if they received good quality advice at the most critical points in their life.
My practice at Edward Jones is hyper focused on helping clients achieve the best possible outcomes in their life. We help by determining your Financial Purpose – in other words, the reason and motivation behind your money. We typically serve retiree and pre-retiree couples, widows/widowers and single or divorced individuals. We are familiar with their unique needs and circumstances, and can help navigate these challenging life transitions.
I became a CERTIFIED FINANCIAL PLANNER™ professional in 2021 after a rigorous year-long study period. CFP® professionals are trained in 70 topic areas and must accrue thousands of hours of experience prior to earning their certification. Some principal knowledge areas include professional conduct and regulation, general principles of financial strategies, and estate considerations.
Our dedicated Senior Branch Office Administrator, Megan Kulfan, spent 15 years in the hospitality industry before joining the Edward Jones team in 2017. Megan's history of hospitality has allowed her to engage our clients with care and compassion while focusing on what's most important to them.
I strongly believe in community involvement. I currently serve as the secretary on the board of directors for the Humane Society of Sedona. It allows me to connect with the community while giving back to my neighbors, as well as animals in need. In addition, supporting families in the Verde Valley is something I am passionate about and I regularly volunteer my time raising money for the Clothe-a-Child program through Kiwanis.
My wife, Feliciana, and I have a 2-year-old daughter named Lianna. We enjoy spending time outdoors with our Labrador named Cooper. We also enjoy preparing meals and hosting gatherings for family and friends.
It is imperative to get good advice at life's transitions. Please call or message our branch to schedule your complimentary financial strategy consultation.
- Retirement Income Strategies
- Wealth Strategies
- Socially Conscious Investing
- Divorce Finances
- Estate & Legacy Strategies
- Charitable Giving
My Personal Interests
Phone NumberMatthew E Fitzgerald at (928) 282-5082
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