Managing Director, Asset Strategy
Kent A. Fitzpatrick is an Accredited Investment Fiduciary Analyst® from the Center for Fiduciary Studies, a Global Financial Steward®, and a Certified Behavioral Finance Analyst. He is a registered representative of Concord Investment Services, Inc. He is the founder, Managing Director, and an investment advisor representative of Asset Strategy Advisors, LLC (ASA) as well as Regional Director and an investment advisor representative of Asset Strategy Consultants, LLC. He is also the founder, President, and a licensed insurance representative of Asset Strategy Financial Group (ASFG), as well as the Managing Director of Asset Strategy Innovation Group, the publisher of one of the oldest financial newsletters in the country, Moneyletter.com
He has over 30 years of experience in financial planning, estate planning, and providing investment advice. As a founding principal of Asset Strategy, his focus includes oversight of a team providing comprehensive, customized investment advisory, planning, asset allocation, tax strategies, risk management, fiduciary consulting, and participant outcomes.
Chief Investment Officer, Asset Strategy
Dr. Miller serves as the Chief Investment Officer of the Union Square Capital Partners. Previously, Dr. Miller was Head of Manager Research at Nationwide Investment Management Group. Prior to joining Nationwide, Dr. Miller was a financial analyst at The Vanguard Group Inc. and a product manager at Delaware Investments. Dr. Miller holds a Bachelor’s degree in Business from the Pennsylvania State University, an MBA from West Chester University and his PhD from Drexel University’s LeBow School of Business. He also holds the Chartered Financial Analyst Designation (CFA).
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
98 Ratings
AB
Oct 26th, 2021
Good and timely webinar
CC
Oct 26th, 2021
Great presentation!
BC
Oct 26th, 2021
Great information!
LS
Oct 26th, 2021
Great seminar. Wasn't sure what the end game was. I assume it was for for the presenter's to expose themselves to potential clients, but they didn't really push that.
SF
Oct 26th, 2021
Good experience
1 Credit
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