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Claire Kemp Fitz, Financial Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Claire Kemp Fitz

CFP®, CDFA®

Financial Advisor

Managing Director of
Kuttin Wealth Management
8
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

  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Intergenerational Planning
  • Family Finances
  • Saving for Education
  • Tax Planning Strategies
  • Divorce Financial Planning
  • Charitable Giving
  • Estate Planning Strategies

Interests

  • I enjoy living on the south shore of Long Island and spend as much time as possible paddleboarding in the Connetquot River and fishing in the Atlantic Ocean with my husband, Matt, a private charter Captain.
  • When on land, we both enjoy working on home improvement and DIY projects together.
  • Also, I love being a hostess. Cooking large meals and gathering groups of friends around a table gives me so much joy.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA® Certified Divorce Financial Analyst®

Education

  • BS, Psychology, Tufts University, Medford, MA

Professional associations

  • Ellevate Network

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I actively support initiatives focused on climate action and environmental sustainability. I am proud to list the below supporter memberships:

  • The Nature Conservancy
  • Rocky Mountain Institute
  • CERES
  • Oceana
  • Save the Great South Bay
  • North Fork Environmental Council