Joe Pitzl, CFP®, is a Partner at Pitzl Financial. For over 12 years, he has been helping individuals and families gain better clarity and control over their personal finances. He believes that money makes an excellent servant in life, but a horrible master.
Joe is a Certified Financial Planner™ professional and a graduate of the University of Wisconsin – Madison with a degree in Personal Finance. He is actively involved in the Financial Planning Association and is a past national President and Chairman of FPA NexGen. He was nominated by his peers in 2016 as one of 10 Young Advisors to Watch in the US.
Outside of the office, Joe is an avid golfer, has completed two marathons, and enjoys spending time in the outdoors with his wife, Becky, and two kids, Ben and Evie.
Joe Pitzl's fiduciary obligation is governed by:
It's not about us. It's about you. Our goal is to help you achieve financial success, however you define that.
Effective financial planning requires an ongoing commitment to the process of planning. Great planning ensures that you have resources available to accomplish the goals you are trying to reach, weather the surprises that you will face, or plan for the life transitions you will experience in the years ahead. Instead of worrying about dollars and cents, you can focus your energy on the personal needs of you and your family.
We deliver the personal touch of a small business with the resources and expertise of industry giants. We view our client relationships as partnerships working on a common set of goals. Your life goals dictate the focus of our relationship and we adjust our planning process to you, not the other way around.
We are an independent, fee-only financial planning and investment management firm, and we are everything Wall Street is not. We offer a refreshing, modern spin on the financial planning process in conjunction with an evidence-based approach to investing. We adhere to a fiduciary standard of care at all times when working with our clients. As a fee-only firm, we do not sell products, nor do we accept any third party compensation of any kind. Our allegiance lies solely with you.
We believe in a team approach to financial planning and investment management. We invest heavily in our team, our technology, and our education. As the need for specific products or services arises, we will either work with your existing advisors (insurance agents, attorneys, accountants, bankers, mortgage brokers) or introduce you to folks we know and trust to assemble a cohesive, trusted team of experts working together as Your Personal Boardroom™.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Joe Pitzl is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Joe Pitzl is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Joe Pitzl is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Joe Pitzl
- No addresses added yet!