Kaelan C. Fitzpatrick, CFP®

Director of Private Wealth
Financial Consultant
Main: (781) 235-4426 ext. 140
Direct/Text: (508) 952-6474

kaelan@assetstrategy.com

Kaelan Fitzpatrick, CFP®, is the Head of Private Wealth Management and a Financial Consultant at Asset Strategy. His experience includes investment management, insurance, financial planning, alternatives, entity structuring, and tax mitigation strategies. He formerly worked at Fidelity Investments. He holds a BS in Corporate Finance from Ithaca College and a Certified Financial Planner (CFP®) designation from the Certified Financial Planner Board of Standards.

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