MJP Wealth Advisors Hires Tim Fitzgerald as Retirement Plan Advisor

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Fitzgerald will oversee the firm’s retirement plan business, helping both organizations and business owners manage their employer-sponsored retirement plans.

MJP Wealth Advisors, with offices in Farmington and Westport, CT, announced that Tim Fitzgerald, AIF®, has joined its advisory team as a Retirement Plan Advisor. Fitzgerald will oversee the firm’s retirement plan business, helping both organizations and business owners manage their employer-sponsored retirement plans.

Fitzgerald has over 20 years of experience in the financial services industry. Prior to joining MJP Wealth Advisors, he was a Vice President and Retirement Plan Advisor at Webster Investments, where he advised corporations, non-profit organizations, and municipalities on all aspects of their retirement plans.

Fitzgerald designs customized retirement plan strategies that align to the needs of his clients. He serves as a co-fiduciary to the plan, which helps to reduce fiduciary risk and personal liability for plan trustees.

“We are thrilled to have Tim join our advisory team.” said Brian Vendig, President of MJP Wealth Advisors. “He brings deep industry knowledge and valuable insight, offering our clients customized retirement solutions focused on the needs of their employees.”

Fitzgerald earned a Bachelor of Arts degree from Pace University. He is an Investment Advisor Representative and holds Series 7, 63, and 65 securities registrations, as well as a life and health insurance license. Fitzgerald also maintains the Accredited Investment Fiduciary (AIF®) Designation, demonstrating that he has a fundamental understanding of the principles of fiduciary duty and the standards of conduct for acting as a fiduciary.

Outside of the office, Fitzgerald is active in his community, serving as a board member for the Kyle Bedinger Memorial Trust, which provides funding for youth sports.

Founded in 1981, MJP Wealth Advisors is an independent wealth management firm that creates customized, integrated investment strategies for financial growth, asset performance, wealth retention and wealth transfer. The firm provides sophisticated financial solutions and wealth management services tailored to the needs of families, individuals, and businesses.

For more information, please visit http://www.mjpwealthadvisors.com or call (860) 677-7755.

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Sarah Flocken