Michael E. Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC,
CASL
Chief Financial Planning Nerd
Kitces.com
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Chief
Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in
financial planning and helping to make financial advisors better and more
successful, and the Head of Planning Strategy at Buckingham Wealth Partners, an
independent RIA with more than $50 billion of assets under management, that
provides private wealth management to consumers and turnkey asset management
platform services to advisors.
In addition, he is a co-founder of the XY Planning Network, AdvicePay, New
Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner
Editor of the Journal of Financial Planning, the host of the Financial Advisor
Success podcast, and the publisher of the popular financial planning continuing
education blog Nerd’s Eye View.
Beyond his website and many businesses, Michael is an active writer and
speaker across the industry, and has been featured in publications including
Financial Planning, the Journal of Financial Planning, Journal of Retirement
Planning, Practical Tax Strategies, and Leimberg Information Services, as well
as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and
more. In addition, Michael has co-authored numerous books, including “The
Annuity Advisor” with John Olsen (now in 5th edition), and “Tools &
Techniques of Retirement Income Planning” with Steve Leimberg and others.
Michael is one of the 2010 recipients of the Financial Planning Association’s
“Heart of Financial Planning” awards for his dedication to advancing the
financial planning profession. In addition, he has variously been recognized as
financial planning's "Deep Thinker," a "Legacy Builder," an "Influencer," a
"Mover & Shaker," part of the “Power 20,” and a "Rising Star in Wealth
Management" by industry publications. These awards were presented to honor
Michael’s active work in the financial planning community, including numerous
other boards and committees for the Financial Planning Association, the
Investments and Wealth Institute, and the Society of Financial Services
Professionals, at both the local and National levels. Michael is also a
co-founder of NexGen, a community of the next generation of financial planners
that aims to ensure the transference of wisdom, tradition, and integrity, from
the pioneers of financial planning to the next generation of the profession.
