Kent A. Fitzpatrick, AIFA, GFS, CBFA is an Accredited Investment Fiduciary Analyst from the Center for Fiduciary Studies, a Global Financial Steward and a Certified Behavioral Finance Analyst. He has over 30 years of experience in financial planning, estate planning and investment advice. His focus at the firm includes providing comprehensive, customized investment advisory services, as well as counseling clients on asset allocation and investment strategies. Kent is a graduate of St. Anselm College with a BA in Economics.

Kent Fitzpatrick
Managing Director, Partner, Senior Consultant
Asset Strategy Advisors
United States, Massachusetts, Natick
About Me
Profile Information
Managing Director, Partner, Senior Consultant
Asset Strategy Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Natick
Massachusetts
United States
Sep 6, 2024
More profiles to browse
David Shepard
Senior Consultant
RS
Rosario Salamone
Director of Investment Research, Partner, Portfolio Manager
SW
Sean Whalen
Director of Private Wealth, Director of Business Development, Wealth Manager and Partner
RR
Richard Racine
Senior Consultant
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation