Managing Director
Current
Jan 2006 - Present
AeroLeads people directory · profile
Kent Fitzpatrick, Aifa®, Gfs®, Cbfa Email & Phone Number
Helping Individuals & Businesses Save Money On Taxes and Create Wealth For Over Three Decades | Managing Director @ Asset Strategy
at
Asset Strategy Advisors, LLC
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Helping Individuals & Businesses Save Money On Taxes and Create Wealth For Over Three Decades | Managing Director @ Asset Strategy
Location
Natick, Massachusetts, United States
Who is Kent Fitzpatrick, Aifa®, Gfs®, Cbfa? Overview
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Quick answer
Kent Fitzpatrick, Aifa®, Gfs®, Cbfa is listed as Helping Individuals & Businesses Save Money On Taxes and Create Wealth For Over Three Decades | Managing Director @ Asset Strategy at Asset Strategy Advisors, LLC, based in Natick, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Kent Fitzpatrick, Aifa®, Gfs®, Cbfa.
Kent Fitzpatrick, Aifa®, Gfs®, Cbfa previously worked as Managing Director at Asset Strategy Advisors, Llc and President at Asset Strategy Financial Group. Kent Fitzpatrick, Aifa®, Gfs®, Cbfa holds Bachelor Of Arts (Ba), Economics from Saint Anselm College.
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Email format at Asset Strategy Advisors, LLC
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Asset Strategy Advisors, LLC
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Profile bio
About Kent Fitzpatrick, Aifa®, Gfs®, Cbfa
As the Managing Director @ Asset Strategy (A|S), for over 35 years I direct an independant financial services organization and work with clients providing a team approach to investment advisory, tax planning and wealth management services to small/mid size business owners, individuals, families, and institutions. As an Accredited Investment Fiduciary Analyst (AIFA) and Global Fiduciary Strategist (GFS), I apply behavioral finance principles and global leadership practices to help our clients achieve their financial goals.At A|S, our team of professionals offers customized solutions that align with our clients' values, needs, and preferences. We leverage our extensive network of partners and resources to deliver comprehensive and holistic financial planning, portfolio management, risk management, tax planning and retirement planning services. We also educate and empower our clients to make informed and rational decisions, using behavioral finance tools and techniques to overcome cognitive and emotional biases. My mission is to help our clients optimize their financial well-being and secure their legacy.
Current workplace
Kent Fitzpatrick, Aifa®, Gfs®, Cbfa's current company
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5 roles
Kent Fitzpatrick, Aifa®, Gfs®, Cbfa work experience
A career timeline built from the work history available for this profile.
President
Current
Asset Strategy Financial Group
Jan 1988 - Present
Senior Consultant
Jan 2008 - Dec 2021
Board Member
Envestnet Retirement Solutions
Feb 2013 - Nov 2018
Past President
Retirement Advisors & Designers Of America
Jan 2008 - Apr 2011
3 education records
Kent Fitzpatrick, Aifa®, Gfs®, Cbfa education
Bachelor Of Arts (Ba), Economics
Saint Anselm College
Certified Behavioral Finance Analyst, Behavior Finance
Allianz Center For Behavioral Finance
Certificate In Fiduciary Governance, Global Leadership
Thunderbird School Of Global Management
FAQ
Frequently asked questions about Kent Fitzpatrick, Aifa®, Gfs®, Cbfa
Quick answers generated from the profile data available on this page.
What company does Kent Fitzpatrick, Aifa®, Gfs®, Cbfa work for?
Kent Fitzpatrick, Aifa®, Gfs®, Cbfa works for Asset Strategy Advisors, LLC.
What is Kent Fitzpatrick, Aifa®, Gfs®, Cbfa's role at Asset Strategy Advisors, LLC?
Kent Fitzpatrick, Aifa®, Gfs®, Cbfa is listed as Helping Individuals & Businesses Save Money On Taxes and Create Wealth For Over Three Decades | Managing Director @ Asset Strategy at Asset Strategy Advisors, LLC.
Where is Kent Fitzpatrick, Aifa®, Gfs®, Cbfa based?
Kent Fitzpatrick, Aifa®, Gfs®, Cbfa is based in Natick, Massachusetts, United States while working with Asset Strategy Advisors, LLC.
What companies has Kent Fitzpatrick, Aifa®, Gfs®, Cbfa worked for?
Kent Fitzpatrick, Aifa®, Gfs®, Cbfa has worked for Asset Strategy Advisors, Llc, Asset Strategy Financial Group, Asset Strategy Consultants, Envestnet Retirement Solutions, and Retirement Advisors & Designers Of America.
How can I contact Kent Fitzpatrick, Aifa®, Gfs®, Cbfa?
You can use AeroLeads to view verified contact signals for Kent Fitzpatrick, Aifa®, Gfs®, Cbfa at Asset Strategy Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Kent Fitzpatrick, Aifa®, Gfs®, Cbfa attend?
Kent Fitzpatrick, Aifa®, Gfs®, Cbfa holds Bachelor Of Arts (Ba), Economics from Saint Anselm College.
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