President, Cfp® Professional
CurrentWorking with a financial advisor isn’t just about the numbers, it’s about confidence and having someone looking out for your best interests at all times.Those have been our guiding principles since Bob FitzSimmons, CFP®, started his firm Bob Fitzsimmons, Inc. in 1990. In 2013, the company merged and changed it's name to FP Wealth Management, Inc.Today, FP Wealth Management, Inc. has grown to a team of five professionals who serve close to 600 households, but we have retained our client-centric approach. The primary focus of our financial services business is wealth management planning for individuals and families.Our wealth management service starts the day you become a client…continues many years into the future…and eventually leads to helping with the estate transfer to the client’s chosen beneficiaries and favorite charities.Today. Tomorrow. Forever. FP Wealth Management, Inc. Learn more at http://www.fpwmfirm.com/!Securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. Advisory licensed through Investacorp Advisory Services, Inc. a SEC registered investment advisory firm. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates. The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Investacorp, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.
