Jim Fitzgerald

Jim Fitzgerald

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
  • MSFS
  • CPWA®
FINRA BrokerCheck
  • CA License: #0B74433

3901 Westerre Pkwy, Ste 300
Richmond, VA 23233
804-762-7032 Visit my website

About my practice

Jim Fitzgerald owns an integrated financial planning practice and has been providing solutions in the areas of wealth management and insurance planning for high net worth individuals for over 30 years. As the Estate & Business Planning Specialist, Jim works with business owners, professionals, and executives on comprehensive financial planning, business succession planning, and estate planning.

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