Michael Kitces's Email & Phone Number

📖 Summary

Michael Kitces is a respected financial adviser and industry thought leader known for his innovative approach to financial planning and wealth management. With over 20 years of experience in the financial services industry, Kitces is widely recognized for his expertise in retirement planning, investment management, and tax strategies. He is the co-founder of the XY Planning Network and the Director of Wealth Management at Pinnacle Advisory Group, where he provides comprehensive financial planning services to high-net-worth individuals and families.

Kitces is a prolific writer and speaker, regularly sharing his insights and research on various financial planning topics. He is the author of the popular Nerd's Eye View blog, where he covers a wide range of financial planning and investment-related issues. In addition, Kitces has been published in leading financial publications such as The Wall Street Journal, Financial Planning, and InvestmentNews. He is also a regular contributor to industry conferences, where he shares his expertise and knowledge with other financial professionals.

One of Kitces's most significant contributions to the financial planning profession is his focus on the intersection of financial planning and tax strategies. He is known for his in-depth research and analysis on topics such as Roth conversions, tax-efficient retirement withdrawals, and estate planning. Kitces has a passion for helping clients minimize their tax liabilities and maximize their wealth through thoughtful and strategic financial planning.

In addition to his work as a financial adviser and writer, Kitces is also a dedicated advocate for the advancement of the financial planning profession. He is a founding member of the XY Planning Network, a platform that supports fee-for-service financial advisers who focus on serving Gen X and Gen Y clients. Kitces is also a co-founder of the Financial Planning Association (FPA) Genesis community, which aims to provide resources and support for new and aspiring financial planners.

Kitces's commitment to advancing the profession of financial planning has earned him numerous awards and accolades throughout his career. He has been recognized as one of the top 100 most influential people in the financial planning industry by InvestmentNews and has received the Heart of Financial Planning Award from the FPA. Kitces's contributions to the profession have had a significant impact on the way financial planning is practiced and taught, and he continues to be a leading voice in the industry.

Overall, Michael Kitces is a highly respected and influential figure in the financial planning profession. His innovative approach to financial planning and wealth management, combined with his dedication to advancing the profession, has positioned him as a thought leader in the industry. Kitces's commitment to helping clients achieve their financial goals and his passion for advancing the profession make him an invaluable resource for both financial professionals and individuals seeking expert financial guidance.