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Michael Fitzhugh Cfp, Mba Email & Phone Number
Retired
at
Aspiriant
1 work email found
@aspiriant.com
4 phones found area 310 and 415
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Retired
Location
San Francisco, California, United States
Company size
Who is Michael Fitzhugh Cfp, Mba? Overview
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Quick answer
Michael Fitzhugh Cfp, Mba is listed as Retired at Aspiriant, a company with 233 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at aspiriant.com, phone signal with area code 310, 415, and a matched LinkedIn profile for Michael Fitzhugh Cfp, Mba.
Michael Fitzhugh Cfp, Mba previously worked as Director - Total Wealth Managment, Partner at Aspiriant and Principal, Wealth Manager; Member, Board of Directors at Aspiriant. Michael Fitzhugh Cfp, Mba holds Mba, Finance & Economics from University Of California, Berkeley - Walter A. Haas School Of Business.
Company email context
Email format at Aspiriant
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*@aspiriant.com
71% confidence
AeroLeads found 1 current-domain work email signal for Michael Fitzhugh Cfp, Mba. Compare company email patterns before reaching out.
Profile bio
About Michael Fitzhugh Cfp, Mba
Wealth management knits together financial planning with investment implementation. When done skillfully and with clients’ interests foremost, it highlights strategy alternatives and delivers insights and peace of mind. It’s also a joyful process to deliver and the platform for rewarding, long-lived relationships.I’ve been a partner at Aspiriant for more than 25 years, teaming with my colleagues to provide personal wealth strategies, investment advice and management, and family office services to a wonderful group of sophisticated and wealthy individuals and families around the country. I was a member of Aspiriant’s Board of Directors from 2007 to 2013 and have been recognized by Barron's and San Francisco Business Times as one of the nation's top independent wealth managers. My undergraduate degree is from the University of Arizona (highest honors) and my MBA is from the Haas School (where my wife and I met) at Berkeley.My professional specialties include investment planning; executive compensation strategies; Sec. 10(b)5-1 stock sales plans; managing concentrated stock positions; tax planning; and intergenerational wealth planning. Important Disclosures: http://ow.ly/vBMiR
Listed skills include Comprehensive Wealth Management, Intergenerational Wealth Transfer, Managing Concentrated Stock Positions, Estate Tax Planning, and 4 others.
Current workplace
Michael Fitzhugh Cfp, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
Aspiriant
5 roles
Michael Fitzhugh Cfp, Mba work experience
A career timeline built from the work history available for this profile.
Director - Total Wealth Managment, Partner
Current
Oct 1998 - Present
Principal, Wealth Manager; Member, Board Of Directors
The leading independent wealth management firm, Aspiriant provides fully integrated planning and investment management services to high net worth families across the United States.
Nov 1996 - Oct 1998
Vice President
Pr Taylor
Financial planning and investment managment consulting for Silicon Valley executives.
Sep 1992 - Oct 1996
Manager, Tax And Executive Financial Counseling
Developed comprehensive financial and investment strategies for ultra high net worth clients.
Aug 1982 - Aug 1990
Team & coworkers
Colleagues at Aspiriant
Other employees you can reach at aspiriant.com. View company contacts for 233 employees →
GL
Gabrille Lau
Colleague at Aspiriant
Daly City, California, United States, United States
View →
JZ
Jane Zaloudek
Colleague at Aspiriant
United States, United States
View →
JS
Jason Stujenske
Colleague at Aspiriant
Menomonee Falls, Wisconsin, United States, United States
View →
ME
Michelle Eversman, Cpa, Cfp® (Nguyen)
Colleague at Aspiriant
San Francisco, California, United States, United States
View →
PC
Peter Correia
Colleague at Aspiriant
Los Angeles Metropolitan Area, United States, United States
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EE
Ed Eksterowicz
Colleague at Aspiriant
San Francisco, California, United States, United States
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JG
Jeffery Gadacz
Colleague at Aspiriant
Bloomfield Hills, Michigan, United States, United States
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JK
Jennifer Kenning
Colleague at Aspiriant
Los Angeles, California, United States, United States
View →
RF
Rob Francais
Colleague at Aspiriant
Los Angeles, California, United States, United States
View →
SK
Stephen Kawasaki, Cfa, Cfp®, Caia
Colleague at Aspiriant
Irvine, California, United States, United States
View →
Gabrille Lau
Colleague at Aspiriant
Daly City, California, United States, United States
View →
JZ
Jane Zaloudek
Colleague at Aspiriant
United States, United States
View →
JS
Jason Stujenske
Colleague at Aspiriant
Menomonee Falls, Wisconsin, United States, United States
View →
ME
Michelle Eversman, Cpa, Cfp® (Nguyen)
Colleague at Aspiriant
San Francisco, California, United States, United States
View →
PC
Peter Correia
Colleague at Aspiriant
Los Angeles Metropolitan Area, United States, United States
View →
EE
Ed Eksterowicz
Colleague at Aspiriant
San Francisco, California, United States, United States
View →
JG
Jeffery Gadacz
Colleague at Aspiriant
Bloomfield Hills, Michigan, United States, United States
View →
JK
Jennifer Kenning
Colleague at Aspiriant
Los Angeles, California, United States, United States
View →
RF
Rob Francais
Colleague at Aspiriant
Los Angeles, California, United States, United States
View →
SK
Stephen Kawasaki, Cfa, Cfp®, Caia
Colleague at Aspiriant
Irvine, California, United States, United States
View →
2 education records
Michael Fitzhugh Cfp, Mba education
Mba, Finance & Economics
Bs, Economics & Finance, Highest Honors
FAQ
Frequently asked questions about Michael Fitzhugh Cfp, Mba
Quick answers generated from the profile data available on this page.
What company does Michael Fitzhugh Cfp, Mba work for?
Michael Fitzhugh Cfp, Mba works for Aspiriant.
What is Michael Fitzhugh Cfp, Mba's role at Aspiriant?
Michael Fitzhugh Cfp, Mba is listed as Retired at Aspiriant.
What is Michael Fitzhugh Cfp, Mba's email address?
AeroLeads has found 1 work email signal at @aspiriant.com for Michael Fitzhugh Cfp, Mba at Aspiriant.
What is Michael Fitzhugh Cfp, Mba's phone number?
AeroLeads has found 4 phone signal(s) with area code 310, 415 for Michael Fitzhugh Cfp, Mba at Aspiriant.
Where is Michael Fitzhugh Cfp, Mba based?
Michael Fitzhugh Cfp, Mba is based in San Francisco, California, United States while working with Aspiriant.
What companies has Michael Fitzhugh Cfp, Mba worked for?
Michael Fitzhugh Cfp, Mba has worked for Aspiriant, Pr Taylor, and Deloitte.
Who are Michael Fitzhugh Cfp, Mba's colleagues at Aspiriant?
Michael Fitzhugh Cfp, Mba's colleagues at Aspiriant include Gabrille Lau, Jane Zaloudek, Jason Stujenske, Michelle Eversman, Cpa, Cfp® (Nguyen), and Peter Correia.
How can I contact Michael Fitzhugh Cfp, Mba?
You can use AeroLeads to view verified contact signals for Michael Fitzhugh Cfp, Mba at Aspiriant, including work email, phone, and LinkedIn data when available.
What schools did Michael Fitzhugh Cfp, Mba attend?
Michael Fitzhugh Cfp, Mba holds Mba, Finance & Economics from University Of California, Berkeley - Walter A. Haas School Of Business.
What skills is Michael Fitzhugh Cfp, Mba known for?
Michael Fitzhugh Cfp, Mba is listed with skills including Comprehensive Wealth Management, Intergenerational Wealth Transfer, Managing Concentrated Stock Positions, Estate Tax Planning, Income Tax Planning, Executive Compensation, Sec. 10 5 1 Stock Sales Plans, and Investment Strategies.
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