Marcus Fitzpatrick
My name is Marcus Fitzpatrick and I am a Financial Advisor with Cetera Investment Advisers located at 9275... | San Diego, California, United States
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Marcus Fitzpatrick’s Emails ma****@fi****.com
Marcus Fitzpatrick’s Phone Numbers 1844291****
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Marcus Fitzpatrick’s Location San Diego, California, United States
Marcus Fitzpatrick’s Expertise My name is Marcus Fitzpatrick and I am a Financial Advisor with Cetera Investment Advisers located at 9275 Sky Park Ct Suite 425 San Diego, CA 92123. I grew up in San Diego, and graduated from San Diego State University in 2007 with a bachelor’s degree in sociology. I joined Cetera Investment Advisers because I want to help individuals have the financial education and guidance necessary to pursue their goals. I have seen too many people make financial mistakes, and I’m passionate about helping to develop financial strategies that are right for the individuals needs. Being able to provide trusted financial guidance is priceless. I enjoy sitting down with retirees, business owners, and families to assist them identify, develop and accomplish what’s most important to them. I create successful plans in the most efficient way possible. It is rewarding to see the confidence and satisfaction on my clients faces when they have a plan to pursue their dreams. When I’m away from the office, I enjoy spending time with my beautiful wife Lindsay, and our kids, Dominic and Gianna, along with playing and coaching soccer. CA Insurance License #0138100 Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.
Marcus Fitzpatrick’s Current Industry Cetera Investment Advisers
Marcus
Fitzpatrick’s Prior Industry
The Plan Consulting
|
Foresters Financial
|
Cetera Investment Advisers
|
Cetera Investment Services
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Work Experience
Cetera Investment Advisers
Financial Advisor
Sat Jun 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Cetera Investment Services
Financial Advisor
Sat Jun 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Foresters Financial
Assistant Branch Manager
Thu Jun 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jun 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Foresters Financial
Assistant Branch Manager – New Representative Development
Mon Dec 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Foresters Financial
Financial Advisor
Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jun 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
The Plan Consulting
Communications Manager
Sat Sep 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Marcus Fitzpatrick Email Addresses
Marcus Fitzpatrick Phone Number
FAQ About Marcus Fitzpatrick
-
Marcus Fitzpatrick is located at
San Diego, California, United States -
Marcus Fitzpatrick is a
My name is Marcus Fitzpatrick and I am a Financial Advisor with Cetera Investment Advisers located at 9275 Sky Park Ct Suite 425 San Diego, CA 92123. I grew up in San Diego, and graduated from San Diego State University in 2007 with a bachelor’s degree in sociology. I joined Cetera Investment Advisers because I want to help individuals have the financial education and guidance necessary to pursue their goals. I have seen too many people make financial mistakes, and I’m passionate about helping to develop financial strategies that are right for the individuals needs. Being able to provide trusted financial guidance is priceless. I enjoy sitting down with retirees, business owners, and families to assist them identify, develop and accomplish what’s most important to them. I create successful plans in the most efficient way possible. It is rewarding to see the confidence and satisfaction on my clients faces when they have a plan to pursue their dreams. When I’m away from the office, I enjoy spending time with my beautiful wife Lindsay, and our kids, Dominic and Gianna, along with playing and coaching soccer. CA Insurance License #0138100 Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera Investment Advisers -
Marcus Fitzpatrick currently works in the
Cetera Investment Advisers -
Marcus Fitzpatrick specializes in
My name is Marcus Fitzpatrick and I am a Financial Advisor with Cetera Investment Advisers located at 9275 Sky Park Ct Suite 425 San Diego, CA 92123. I grew up in San Diego, and graduated from San Diego State University in 2007 with a bachelor’s degree in sociology. I joined Cetera Investment Advisers because I want to help individuals have the financial education and guidance necessary to pursue their goals. I have seen too many people make financial mistakes, and I’m passionate about helping to develop financial strategies that are right for the individuals needs. Being able to provide trusted financial guidance is priceless. I enjoy sitting down with retirees, business owners, and families to assist them identify, develop and accomplish what’s most important to them. I create successful plans in the most efficient way possible. It is rewarding to see the confidence and satisfaction on my clients faces when they have a plan to pursue their dreams. When I’m away from the office, I enjoy spending time with my beautiful wife Lindsay, and our kids, Dominic and Gianna, along with playing and coaching soccer. CA Insurance License #0138100 Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. -
Marcus Fitzpatrick speaks the following languages:
No languages available. -
Marcus Fitzpatrick has prior experience in the following industries:
Foresters Financial , Foresters Financial , Foresters Financial , The Plan Consulting -
Marcus Fitzpatrick has the following professional experience:
Cetera Investment Advisers , Cetera Investment Services , Foresters Financial , Foresters Financial , Foresters Financial , The Plan Consulting . -
You can view Marcus Fitzpatrick’s
LinkedIn profile at LinkedIn URL. -
Marcus Fitzpatrick’s work email addresses are
[email protected] . -
Marcus Fitzpatrick works at
Cetera Investment Advisers
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