Kaelan C. Fitzpatrick, CFP®

Financial Consultant
ext: 140 | kcf@assetstrategy.com

Kaelan Fitzpatrick, CFP®, is a member of our Financial Planning team and a Financial Consultant at Asset Strategy. His experience includes investment management, insurance, financial planning, alternatives 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.

Click here to book a meeting with Kaelan

Meeting Scheduling is for the convenience of our Existing Clients and New Prospective Clients only. Any vendors using this platform to schedule meetings will not be honored and must contact the team member directly. Thank you.