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.