Top Fintech Influencers

Michael Kitces

  1. Michael Kitces

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a partner and the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets. In addition, he is the co-founder of the XY Planning Network and New Planner Recruiting, former practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website, dedicated to advancing knowledge in financial planning.

Michael is also a popular speaker on financial planning and practice management topics, and can be seen presenting at 50-70 regional and national conferences for financial advisors every year.

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Company: Pinnacle Advisory Group
Job Title: Partner, Director of Research
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