MEET OUR TEAM
Stephen Fitzgerald
YOUR TRUSTED FINANCIAL ADVISOR

Steve Fitzgerald, the driving force behind Fitzgerald Financial, brings a wealth of expertise to the table. As an Investment Advisor, an IRS Enrolled Agent, and an Insurance Broker, Steve’s multifaceted knowledge empowers clients across various financial domains.

His licenses include the Series 7 and 66, allowing him to handle securities trading and investment advisory services in states such as New York (NY), New Jersey (NJ), Connecticut (CT), Pennsylvania (PA), Florida (FL), Texas (TX), and California (CA). Steve is also licensed for life and health insurance, ensuring comprehensive coverage for clients’ well-being. Additionally, he holds a property and casualty license to safeguard assets against unforeseen risks.

Beyond numbers, Steve enjoys golfing, bowling, playing softball, attending sporting events, and—most importantly—spending quality time with his wife and two daughters.

Feel free to reach out to Steve at:

Thank you for considering Fitzgerald Financial as your trusted partner. Let’s navigate your financial journey together!