About Michael…
Michael E. Kitces
MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, CWPPTM
With a natural inclination for thorough analysis, lifelong focus on advanced education, and years of experience in the financial services industry, Michael Kitces is uniquely qualified to help you accelerate the growth of your own financial planning knowledge. His writing and speaking will help to keep you on the cutting edge, with important information about financial planning changes and developments for the benefit of you and your clients.
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Michael is a dedicated lifelong learnerMichael's professional degrees and designations include:
MSFS – Master of Science in Financial Services
MTAX – Master’s in Taxation
CFP® – Certified Financial Planner
CLU – Chartered Life Underwriter
ChFC – Chartered Financial Consultant
RHU – Registered Health Underwriter
REBC – Registered Employee Benefits Consultant
CASL – Chartered Advisor of Senior Living
CWPPTM – Chartered Wealth Preservation Planner
“My passion is to help advance the financial planning body of knowledge and distill complexity into practical applications that advisors can use to create better solutions for their clients.”
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Michael is a nationally recognized speakerMichael's recent and upcoming speaking engagements include:
“Advanced Planning for Alternative Minimum Tax”
– FPA National Conference
“Understanding Variable Annuitization and Its Impact
on Sustaining Income in Retirement”
– SFSP National Conference
“Monte Carlo and Safe Withdrawal Rates”
– Financial Planning Association, Wisconsin chapter
“Trusts as Beneficiaries of IRAs”
– NAPFA Northeast Regional Conference
"Understanding the Next Generation of Financial Services Professionals"
– SFSP Arizona Institute
"Cutting Edge Tax Planning Developments and Opportunities"
– Financial Planning Association, Greater Phoenix chapter
“I really enjoy the opportunity to share my knowledge with others. Sometimes it’s a challenge during one of my advanced seminars for members of the audience to absorb a particularly complex issue, but it’s a joy when I see their eyes light up as they internalize the concepts I’m teaching and realize how they can use it to benefit their own clients.”
Michael has been interviewed for numerous publications, include:
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Michael is a sought-after commentator on
financial planning issues
Wall Street Journal
BusinessWeek
Journal of Financial Planning
Financial Planning magazine
Financial Advisor magazine
Investment News
Kiplinger magazine
Money magazine
SmartMoney.com
Marketwatch.com
Retirement Weekly
“I don’t envy the challenge that today’s media faces, asked to distill a complex topic into something that is not only understandable, but able to be delivered in a concise newspaper or magazine column with very limited space. I do numerous interviews every month with a broad range of consumer and trade media, trying to assist them in this task while working to ensure that the key technical points are not lost. At the same time, I look forward to the opportunity to discuss those issues that I believe are most important for readers to know, with the commentary on my blog Nerd’s Eye View.”
Michael's recent books and articles include:
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Michael writes extensively on a broad range of
advanced financial planning topics
“The Annuity Advisor”
co-authored with John Olsen,
published by National Underwriter Company
“Tools & Techniques of Retirement Income Planning”
co-authored with Leimberg, Keebler, Coates, & Baldwin,
published by National Underwriter Company
“Long-term implications of the Tax Increase Prevention
and Reconciliation Act of 2005”
in the Journal of Financial Planning
“Your Financial Future Foretold”
co-authored with Ken Solow,
in Financial Planning magazine
“I enjoy writing as another outlet to teach and help advisors create better solutions for their clients. Although I’ve written for a number of trade publications and Journals, I especially enjoy writing The Kitces Report for my readers, because it gives me the space and flexibility to cover a topic thoroughly with both a technical and applied focus. In addition, it gives me the opportunity to get this information to my readers as quickly as possible, keeping them on the cutting edge.
Michael's recent professional volunteer activities include:
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Michael actively gives back to the
financial planning profession
President, 2008, FPA Maryland
Board Member, 2008, SFSP Maryland
Chair, Conference Task Force, 2007, FPA NexGen National Conference
Member, Conference Task Force, 2008, SFSP National Conference
Government Relations Tax Subcommittee, 2007-2008, FPA National
Judge, Financial Frontiers competition, 2007,
Journal of Financial Planning
“I believe it’s a crucial aspect for any professional to give back to their profession. This has been the guiding force for my own volunteer work with the FPA and other industry associations at the local and national level, the NexGen planning community, the message boards of Financial-Planning.com, and in other industry endeavors.
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Michael supports his technical knowledge with
years of experience in the financial services industry“Over the years, I’ve had experience in a traditional commission model, a blended fee-and-commission practice, and currently as the Director of Financial Planning for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland. This background has given me a broad perspective on the difficulties that financial planners face, especially the challenge of staying up to date in an ever-more-complex world. As I contributed my skills to the firms in which I worked, I realized that there was an opportunity to leverage my passion even further to truly advance the financial planning body of knowledge and the quality of the solutions that financial planners deliver to their clients.”
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Michael seems to be everyplace, all the time.
Does he ever sleep?“As much as I wish I could find a way to get more productive hours out of my day, I still need my full 8 hours of sleep to stay healthy! Beyond that, I've also tried to keep myself energized and in balance over the years by spending time in the gym, studying martial arts, and going ballroom dancing, as well as playing duplicate bridge at the local club and being involved as a ‘lighting improviser’ and member of the board of directors of Washington Improv Theater. But if anyone is aware of an invention that would let me be fully functional on only a few hours of sleep, please let me know!”
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CLICK HERE to see Michael’s full Curriculum Vitae
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