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Samantha Fitzgerald Email & Phone Number
Partner and Senior Financial Planner
at
Creative Planning
1 work email found
@wipflifinancial.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Partner and Senior Financial Planner
Location
Green Bay, Wisconsin, United States
Company size
Who is Samantha Fitzgerald? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Samantha Fitzgerald is listed as Partner and Senior Financial Planner at Creative Planning, a company with 1946 employees, based in Green Bay, Wisconsin, United States. AeroLeads shows a work email signal at wipflifinancial.com and a matched LinkedIn profile for Samantha Fitzgerald.
Samantha Fitzgerald previously worked as Senior Financial Planner at Creative Planning and Associate Development Coach at Wipfli Financial Advisors. Samantha Fitzgerald holds Personal Finance from University Of Wisconsin-Madison.
Company email context
Email format at Creative Planning
This section adds company-level context without repeating Samantha Fitzgerald's masked contact details.
*@wipflifinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Samantha Fitzgerald. Compare company email patterns before reaching out.
Profile bio
About Samantha Fitzgerald
Samantha Fitzgerald is a Partner and Senior Financial Planner at Creative Planning.
Current workplace
Samantha Fitzgerald's current company
Company context helps verify the profile and gives searchers a useful next step.
Creative Planning
5 roles
Samantha Fitzgerald work experience
A career timeline built from the work history available for this profile.
Senior Financial Planner
CurrentCreative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate.
Oct 2022 - Present
Associate Development Coach
Apr 2020 - Oct 2022
Associate Advisor
Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting.
May 2012 - Apr 2020
Student Hourly
Jan 2011 - Jun 2012
Team & coworkers
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →
JS
Joseph Sparks
Colleague at Creative Planning
Kansas City, Missouri, United States, United States
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RP
Ramesh Poola, Ph.D., Mba, Cfa®
Colleague at Creative Planning
Greater Chicago Area, United States
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CA
Cameron Andre, Cfp®, Crps®
Colleague at Creative Planning
New York City Metropolitan Area, United States
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JD
Javid Dabestani, Cfp®
Colleague at Creative Planning
Omaha, Nebraska, United States, United States
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LK
Lacey Kerwin
Colleague at Creative Planning
Leawood, Kansas, United States, United States
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SG
Sharon Greenfield
Colleague at Creative Planning
Overland Park, Kansas, United States, United States
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LD
Lindsey Day, Ctfa
Colleague at Creative Planning
Lees Summit, Missouri, United States, United States
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SC
Sean Collins
Colleague at Creative Planning
San Antonio, Texas, United States, United States
View →
PP
Phillip Pizzuti, Cfp®
Colleague at Creative Planning
Franklin, Tennessee, United States, United States
View →
MR
Matt R.
Colleague at Creative Planning
Washington DC-Baltimore Area, United States
View →
Joseph Sparks
Colleague at Creative Planning
Kansas City, Missouri, United States, United States
View →
RP
Ramesh Poola, Ph.D., Mba, Cfa®
Colleague at Creative Planning
Greater Chicago Area, United States
View →
CA
Cameron Andre, Cfp®, Crps®
Colleague at Creative Planning
New York City Metropolitan Area, United States
View →
JD
Javid Dabestani, Cfp®
Colleague at Creative Planning
Omaha, Nebraska, United States, United States
View →
LK
Lacey Kerwin
Colleague at Creative Planning
Leawood, Kansas, United States, United States
View →
SG
Sharon Greenfield
Colleague at Creative Planning
Overland Park, Kansas, United States, United States
View →
LD
Lindsey Day, Ctfa
Colleague at Creative Planning
Lees Summit, Missouri, United States, United States
View →
SC
Sean Collins
Colleague at Creative Planning
San Antonio, Texas, United States, United States
View →
PP
Phillip Pizzuti, Cfp®
Colleague at Creative Planning
Franklin, Tennessee, United States, United States
View →
MR
Matt R.
Colleague at Creative Planning
Washington DC-Baltimore Area, United States
View →
1 education record
Samantha Fitzgerald education
FAQ
Frequently asked questions about Samantha Fitzgerald
Quick answers generated from the profile data available on this page.
What company does Samantha Fitzgerald work for?
Samantha Fitzgerald works for Creative Planning.
What is Samantha Fitzgerald's role at Creative Planning?
Samantha Fitzgerald is listed as Partner and Senior Financial Planner at Creative Planning.
What is Samantha Fitzgerald's email address?
AeroLeads has found 1 work email signal at @wipflifinancial.com for Samantha Fitzgerald at Creative Planning.
Where is Samantha Fitzgerald based?
Samantha Fitzgerald is based in Green Bay, Wisconsin, United States while working with Creative Planning.
What companies has Samantha Fitzgerald worked for?
Samantha Fitzgerald has worked for Creative Planning, Wipfli Financial Advisors, and Uw Health.
Who are Samantha Fitzgerald's colleagues at Creative Planning?
Samantha Fitzgerald's colleagues at Creative Planning include Joseph Sparks, Ramesh Poola, Ph.D., Mba, Cfa®, Cameron Andre, Cfp®, Crps®, Javid Dabestani, Cfp®, and Lacey Kerwin.
How can I contact Samantha Fitzgerald?
You can use AeroLeads to view verified contact signals for Samantha Fitzgerald at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Samantha Fitzgerald attend?
Samantha Fitzgerald holds Personal Finance from University Of Wisconsin-Madison.
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