"Providing the knowledge and resources to help pursue your financial goals."  

ABOUT US | Our Team

The people who work at Fitzgerald Financial Services not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks! Our staff is always ready to address your concerns, answer your questions, and put you at ease.

Timothy Fitzgerald is the principal at Fitzgerald Financial and helps clients do comprehensive planning and asset management. Tim joined the team in 1978 and became a partner with his father, the founder of Fitzgerald Financial Services in 1982. Tim came from retail management with Fedco. Tim holds Series 6, 7, 24, 63, and 65 securities licenses, as well as his life and variable contract license. Tim also has received his CFS and LUTCF designations. In addition, he has taught LUTC, CLU, and CFP® classes. In Tim's spare time, he likes to play golf, camp in his motor coach, and ride his Harley. Tim and his family continue to reside in the San Fernando Valley, where he grew up and has lived for more than 50 years. Tim has been very involved with the community and many of the valley's organizations, including Big Brothers, Valley Presbyterian Hospital, Jaycees, Life Underwriters, his church and school board, and other programs.

Tim enjoys working with clients in assisting them reach their financial gaols. "It gives me great satisfication to see a client reach his or her goal and knowing I assisted in that achievement."


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