Meet Our Team
At Fitzgerald Retirement Strategies, we believe retirement planning should feel personal, thoughtful, and built around the goals that matter most to you. Our team is committed to helping individuals and couples navigate the transition into retirement with greater clarity and confidence through coordinated retirement income planning.
While retirement planning involves many moving pieces, our process is centered around helping clients make informed decisions surrounding Social Security, retirement income, taxes, investments, and long-term financial flexibility
Matt Fitzgerald
Financial Advisor | Fiduciary | NSSA® and IRMAA Certified
With more than 30 years of financial industry experience, Matt Fitzgerald specializes in helping individuals and couples transition from building wealth during their working years to creating reliable retirement income designed to support long term financial confidence.
Matt’s planning approach focuses on coordinating Social Security timing strategies, retirement income planning, tax aware withdrawal strategies, investment planning, and long-term retirement goals into one personalized retirement strategy.
As an NSSA® Certified Social Security Advisor, Matt stays current on Social Security rules and benefit changes while helping clients understand how claiming decisions may impact retirement income, taxes, spousal benefits, and survivorship planning for years to come.
Matt is passionate about helping clients feel more confident and informed as they navigate the financial decisions that shape retirement.
Areas of Focus
✔ Social Security Optimization
✔ Retirement Income Planning
✔ Tax Efficient Withdrawal Strategies
✔ Growth & Guardrails Planning
✔ Retirement Distribution Planning
✔ Long Term Retirement Strategy Coordination
Supporting Team
Dedication. Expertise. Passion.
Business Operations
Amy Fitzgerald
Amy oversees the day to day business operations and client experience at Fitzgerald Retirement Strategies. She helps coordinate client communication, scheduling, onboarding, and operational processes to support a smooth and personalized retirement planning experience. Amy is committed to helping clients feel welcomed, informed, and supported throughout every stage of the planning process.
Marketing Director
Mitchell Whitney
Mitchell supports the firm’s educational outreach, marketing initiatives, and retirement workshop communications while helping expand awareness of Fitzgerald Retirement Strategies and its retirement planning approach.
HR & Compliance Manager
Charles Johnson
Charles helps oversee operational and compliance processes to support the firm’s commitment to professionalism, organization, and client service.
Financial Planner & Investment Allocation Manager
Gene Perez
Gene assists with retirement planning analysis, investment allocation coordination, and long-term planning support as part of the firm’s coordinated retirement planning process.
Portfolio Allocation Manager
Aaron Schmidtke
Aaron supports portfolio allocation management and ongoing investment coordination designed to align with clients’ retirement income and long-term planning goals.