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Tim Fitzgerald, CFP®, CLU®, ChFC®, MBA

Tim Fitzgerald, CFP®, CLU®, ChFC®, MBA

Partner | Wealth Advisor

515-957-2141

tfitzgerald@harvestpointwm.com

Professional Background:

Tim began working in the financial services industry in 1999 after graduating from the University of Northern Iowa with a bachelor’s degree in business administration. He began his financial advisory practice in 2016 after different roles within the industry. Tim enjoys working with each client to provide a customized plan to help meet their short-term goals and long-term aspirations.

Tim is a CFP® professional, which is widely recognized as the standard of excellence for financial planners. Only 35% of financial advisors in the United States are CERTIFIED FINANCIAL PLANNER® professionals*.

Family & Personal:

Tim & his wife, Monica, live in Urbandale with their dog George.  Tim enjoys spending time outdoors-fishing, kayaking, biking when he can and enjoying his favorite sports teams.

Professional Organizations (that you’re involved in currently):

  • Chairman of the Arthritis Foundation Iowa Leadership Board
  • Board Member of the Urbandale Lions Club

Education:

  • University of Northern Iowa – Bachelors in Business Administration (1999)
  • Drake University – Masters in Business Administration (2004)

Licenses:

  • Securities: Series 7 & 66 registrations held through LPL Financial – Offering investment advisory services and securities in multiple states.
  • Insurance: Life, Accident and Health, and Variable Life – Offering insurance products and services in multiple states.

Certifications:

  • CERTIFIED FINANCIAL PLANNER® certification – Certified Financial Planner Board of Standards, Inc. – License 134325
  • Chartered Life Underwriter® (CLU®) designation-The American College 2006
  • Chartered Financial Consultant® (ChFC®)- The American College 2007

 Favorite Philanthropic Organizations:

  • Arthritis Foundation
  • True Impact Outdoors
  • Breakthrough T1D

*263,030 Personal Financial Advisors in the US (https://www.bls.gov/oes/current/oes132052.htm) and 93,032 CFP® professionals (https://www.cfp.net/knowledge/reports-and-statistics/professional-demographics).