Brenden T. Fitzpatrick Email and Phone Number
Brenden T. Fitzpatrick work email
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Brenden T. Fitzpatrick personal email
Financial Planner: Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming or worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard. As a Financial Planner with Alpha Wealth Advisors, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover: • Retirement planning • Education planning • Estate planning • Risk Management • Insurance Needs • Investment Planning • Funding for a Major Purpose • Current Net Worth and Cash Flow StatementsRegistered representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.6040 S 56th St, Suite ELincoln, NE 68516
Alpha Wealth Advisors
View- Website:
- thealphawealth.com
- Employees:
- 5
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Registered AssistantAlpha Wealth Advisors Mar 2021 - Present -
Financial PlannerDynamic Wealth Partners Jun 2019 - Apr 2021Greater Omaha AreaFinancial Planner • Assists in the clarification, understanding and quantification of client’s financial goals and needs. • Assists clients in gathering the information needed to prepare the financial plan. • Creates a financial plan that provides information and strategies to help clients make better informed financial decisions. • Educates clients on solutions to the potential hidden risks that may disrupt their financial plan. • Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort. • Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
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Financial RepresentativeModern Woodmen Of America Jan 2017 - Jun 2019Omaha, NebraskaModern Woodmen exists to improve quality of life for our members and the communities where they live, work and play. We do this through financial guidance and social, educational and volunteer activities.***New to fraternals?It’s true: we’re unique! So, what is a fraternal financial services organization? It means we …• Offer families financial security through life insurance, retirement planning and financial services.• Foster quality family life through member benefits and local fraternal activities.• Support community improvement through local volunteer projects that make an impact where our members live.We’ve been touching lives and securing futures since 1883, and our 1,600 representatives currently serve more than 750,000 members nationwide. We can help you make a local impact. It’s how we do business.***Want to hear more?Check out our career opportunities and page updates to learn what we’re all about.*Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC. www.finra.org www.sipc.org Products are available in most states. Individual representatives may not be licensed to sell all products.
Brenden T. Fitzpatrick Education Details
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Senior
Frequently Asked Questions about Brenden T. Fitzpatrick
What company does Brenden T. Fitzpatrick work for?
Brenden T. Fitzpatrick works for Alpha Wealth Advisors
What is Brenden T. Fitzpatrick's role at the current company?
Brenden T. Fitzpatrick's current role is Registered Assistant at Alpha Wealth Advisors.
What is Brenden T. Fitzpatrick's email address?
Brenden T. Fitzpatrick's email address is br****@****ial.com
What schools did Brenden T. Fitzpatrick attend?
Brenden T. Fitzpatrick attended Doane University.
Who are Brenden T. Fitzpatrick's colleagues?
Brenden T. Fitzpatrick's colleagues are Kathy Hagge, Brandon Carlson, Cassi Hillgren, Kelsi Kautz, Thomas Linderman.
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