M FitzPatrick Financial Strategy Advisors, LLC

M FitzPatrick Financial Strategy Advisors, LLC Founder of M FitzPatrick Financial Strategies Advisors, LLC, an outreach and education firm, special Michael E. Mr.

FitzPatrick, CLTC: Founder of M FitzPatrick Financial Strategies Advisors, LLC, an outreach and education firm, specializing in the financial planning of the unintended consequences i.e. 'What Keeps You up at Night'. FitzPatrick has spent the past forty years as an Insurance Executive. He graduated Siena College with a BA in History. He is the Past President of the Greater Newark Chapter of the Na

tional Association of Insurance and Financial Advisors. He has been a guest speaker at the American College Management School on several occasions as well as a four time guest speaker at the Purdue Management School of Insurance and Financial Services. FitzPatrick enjoys community involvement and has also serves (or has served) on the following Boards.
• Served as Managing Partner for Equitable/AXA 1973-2000
• Elected by peers to Old Guard Executive Committee – fifteen years
• Named the 1997 New Jersey Life Underwriter of the Year by NALU
• Main Platform Speaker for LAMP – Life Agency Management Program
• Member of The New York Round Table
• Member of the GAMA Board of Trustees ’90-‘94 – General Agents & Managers Association
• Chairman of Marketing for GAMA Board – ’90-‘94
• Founder of The LTC Partnership, LLC, 2000
• Board of Trustees Tri-County Scholarship Fund ’89-‘05 – Chaired Trustee Development
• Board of Trustees Daytop New Jersey – Chaired Fund Raising Initiatives
• Board of Trustees Birth Haven Crisis Pregnancy Center
• Board of Trustees of Legatus International
• Founder of Northern N.J. Chapter of Legatus and Past President
• Founder of Operation Hometown-Serving the poor in N.J.
• Chairman of Appalachia Youth Ministry Program – Repaired homes with teens in W.V.
• Member of Christ the King R.C. Church, New Vernon, N.J.
• Co-Chair of the Harding Township Library Capital Campaign- $6.5 project
• Member of the Board of Trustees, Kemmerer Library, Harding Township ‘2011 -
• Certified CLTC graduate
• Consultant to Catholic Charities, Paterson Diocese, N.J.
• Sales Vice President for Pinnacle Insurance and Financial Services, Inc.
• Partner with First Income Advisors, a Retirement Distribution Strategy Firm
• Licenses issued by SEC: Series 7, 6, 24, 53, 55, 56
He and his wife Beth Anne reside in New Vernon, N.J. since 1979
 Husband to Beth Anne FitzPatrick 11-20-1976
 Father to Annie, Michael, Mary and Kathleen
 Father-In-Law to Steve Pratt (Annie’s husband), Bill Magnier (Mary’s husband)& Isaiah Stover (Kathleen’s husband)
 Grandfather of ten and counting

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P. O. Box 485
New Vernon, NJ
07976

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+19738868956

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