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Matthew J Fitzgerald, Private Wealth Advisor serving the Marlton, NJ area - Ameriprise Advisors

Matthew J Fitzgerald

CFP®, ChFC®, APMA

Private Wealth Advisor

Laurel Oak Wealth Management Group
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Rider University - B.S. Finance

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2014 - 2021
  • Five Star Wealth Manager, 2015, 2017
  • Ameriprise Circle of Success Diamond Ring, 2015

Community participation

Friends of The Black Run Preserve Volunteer

South Jersey Food Bank Volunteer

Interests

  • Outdoors - I enjoy spending time with my three children with many activities including sports, fishing, camping and the beach.
  • Traveling - I love traveling, particularly to the great destinations in the United States.
  • Golfing - The perfect combination of athletics and precision.