THE
FITZGERALD
GROUP
Joseph Fitzgerald, CFP®, RICP®
Joseph Fitzgerald is the Founder and President of the Fitzgerald Group, a financial firm sponsored by Northeast Financial Network. As an emerging leader in the financial service field, Joe brings a fresh approach that combines nurturing personal relationships and exemplary service with a proven information-backed, data-driven process.
Joe was born and raised in New Jersey and still calls the Garden State home. In 2009, Joseph quickly recognized the confusion and noise surrounding money, finance, and the difficulties people face while making important financial decisions, so he embarked upon his career as a financial planner to make a difference.
In 2021, he launched the Fitzgerald Group with the goal of bringing more value to his clients, helping them achieve financial freedom. He built his firm on the mantra that success should be measured by the value delivered, the impact made, and the people helped.
Now, after nearly two decades in the industry, Joe has earned some of the industry’s highest accolades, like being named a Lifetime Member of the Centurion Club Qualifier, earned by only about 20 out of 3,900 advisors nationwide. Most recently, Forbes magazine recently named Joseph Fitzgerald in its top-50 for Best in State Financial Security Professionals 2023, an honor that’s based on comprehensive quantitative and qualitative thresholds.
But it’s still his unwavering passion for empowering and taking exceptional care of his clients that drives Joe. With a unique and customized plan for each and every person who comes through his door, clients are ensured high-quality financial guidance to help them achieve their financial and retirement goals.
“I wake up every day motivated and excited to help as many people as I can. I don’t view work as job, but as a mission to educate my clients about what it means to be financially successful while properly planning for their future.” – Joseph Fitzgerald
To provide optimum service and solutions, Joe relies on his dedicated team and the highly specialized infrastructure of Northeast Financial Network, one of the tri-state area’s largest and oldest independently owned financial services firms.
With a depth of experience and wealth of professional resources, Joe is well-equipped to serve a spectrum of clients, from high-earning professionals, to families committed to proper planning for a bright financial future, or retirees interested in preserving and efficiently spending down their assets.
“I’m committed to learning as much about my clients and their families as possible,” says Joe. “My clients tell me that they find comfort in knowing that I always have their best interests in mind, that they can depend on me to help make the right choices for their family or business.”
Outside of the office, Joe enjoys traveling, spending time with friends, and being at home with his family—his wife, Tiffany, their toddler, Olivia, their dog, Josh, and preparing to welcome their newborn.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0H01236
Joe Fitzgerald is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. THE FITZGERALD GROUP is not an affiliate or subsidiary
of PAS or Guardian. CA Insurance License Number – OH01236, AR Insurance License Number – 14100722. 8469593.1 Exp 10/27