Kent Fitzpatrick
AIFA®, GFS®, MSCTA©
Managing Director
Partner – Senior Consultant
Main: (781) 235-4426 ext. 126
Direct/Text: (508) 545-7002
Kent Fitzpatrick, AIFA®, GFS®, MSCTA© 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.
Outside of Work
Family
Fishing
