Roberta A Fitzgerald
Financial Advisor|MBA, CLTC®, ChFC®
A Plan with a Purpose
Faith...Family...Foundation
I am a native of Los Angeles, CA, and a true West Coast woman. I grew up frequenting our Southern California beaches and spending time with family and friends, which are still 2 of my favorite pastimes. I am an avid concert goer, lover of fashion and travel, and passionate about impacting change.
Being a Champion for Diversity, Equity and Inclusion in the financial services industry, I will continue to partner, advocate and execute strategies to propel people of color, especially in the Black Community.
I am grateful for my complex, yet remarkable life and give all thanks to God.
Community Involvement
Philanthropy and community impact are two other initiatives I have supported for decades. I have been an active member or volunteer for numerous organizations. I am the Founder and President of the Black Caucus organization whose mission is to educate and assist African-Americans with implementing effective financial strategies that are aligned with their goals through financial literacy. The organization also partners with non-profit organizations to improve the homeless crisis in Los Angeles, as well as helping kids in underserved communities with resources to be successful academically and socially.
I also hold Board positions with Project Umoja and the Angel Tree Ministry. I spend much of my time serving the Los Angeles community and working with non-profit organizations such as the American Cancer Society, Imagineif, Project Educate, Northwestern Mutual Philanthropy Committee and Delta Sigma Theta Sorority Incorporated. These organizations raise awareness for finding cures for cancer, improving the homeless epidemic, and impacting the economic development of surrounding communities.
Being an advocate for continued education, I maintain relationships with the following Alumni organizations: California State University, Dominguez Hills and Mount Saint Mary’s University.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Professional
I knew from childhood I wanted to help others and I loved to play with money! As a little girl, I would accompany my mother to cash her pay checks every two weeks at the bank. I admired the bank tellers because I thought they literally owned all of the money and were rich enough to cash everyone's checks!
When I started college, I decided to live out that childhood experience and became a Bank Teller. For almost 20 years I worked in Banking, promoting from an impressionable Teller to eventually a successful Assistant Vice President, Bank Manager, and subsequently, Assistant Vice President, Premier Client Manager for a well-known financial institution. Throughout my tenure, I developed rapport and trust with clients requiring banking, insurance, and investment advice.
After deciding that my life’s work should be to serve people with planning for their finances in an entrepreneurial capacity, I began a Financial Planning Practice and joined Northwestern Mutual. My current emphasis is providing tax efficient strategies for insurance protections, investment advice, as well as education and retirement planning for clients*.
Working with Northwestern Mutual, a financial services company with over 160 years of history and experience, allows me to develop appropriate strategies while partnering with other professionals (CPA, Attorney) to ensure I develop a comprehensive financial plan for clients at various life stages.
Over the years I've worked with successful professionals and business owners to customize diversified portfolios from a holistic approach and our practice continues to grow. Achieving the results desired by my clientele brings the greatest satisfaction and motivates us to continue to fulfill our dreams, while encouraging clients to plan and live out theirs.
Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
Licenses & Certifications
- Series 6 and 63 registrations
- Life and Health Insurance License
- CLTC®: Certified in Long Term Care: Designees have expertise in long term care planning issues and solutions for individuals who may undergo a long term care event.
Years of Experience
Representing Northwestern Mutual since 2013.
Education
Degree
MBA
Bachelor's of Science
Major
Organizational Leadership
Business Administration
Institution
Mount Saint Mary's University
California State University, Dominguez Hills
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
