Five Star award winner Timothy G. Fitzgerald, LUTCF®, CFS®, CRPS®

PROFESSIONAL PROFILE

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Timothy G. Fitzgerald, LUTCF^®, CFS^®, CRPS^®

LPL Registered Principal

Fitzgerald Financial Services

15315 Magnolia Blvd Ste 415

Sherman Oaks, CA 91403

Office: 818-789-2482

tfitzgerald@fitzgeraldfinancial.com
www.fitzgeraldfinancial.com

Professional Approach

We are one of the oldest financial service firms in the San Fernando Valley, established in 1951. We are a full-services firm offering a wide range of investment and insurance products such as stocks, bonds, mutual funds, investment advisory service and many other investment vehicles as well as a complete array of insurance products such as long-term care, life, disability, and health* insurance. We are committed to helping our clients pursue their financial goals. Our firm works well with individuals and business owners who are looking for independent thinking and advice. We believe you will be better able to identify your goals and make sound decisions to help you reach them by providing you with sound financial information and advice based on your objectives. If you have been confused by or had questions about your financial and/or insurance plans, we may be able to help you. We pride ourselves on providing comprehensive solutions that are easy to understand by our clients. Knowledge is power and we believe your understanding of your plan and its goal and objectives empowers you to reach those goals.

I currently hold Series 6,7,24,63 & 65 securities registrations with LPL Financial, as well as a California life, health and variable contracts insurance license. My professional designations include LUTCF, CFS, CRPS and others. I am the Principal of Fitzgerald Financial Services and as such oversee the day-to-day operation of the Firm and its associates. I have worked with my clients for over 40 years and, in some cases, have the privilege of working with four generations.

Securites and Advisory Services offered through LPL Financial, Member FINRA/SIPC

*Certain insurance products are offered by licensed agents conducting business as Fitzgerald Financial Services, which is a separate business not affiliated with LPL Financial.

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This award was issued on 12/1/24 by Five Star Professional (FSP) for the time period 2/13/24 through 8/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4745 Los Angeles-area wealth managers were considered for the award; 163 (3% of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,527, 158, 3%, 12/1/23, 2/13/23 - 8/31/23; 2023: 3,629, 155, 4%, 12/1/22, 3/28/22 - 9/23/22; 2022: 3781, 150, 4%, 12/1/21, 3/29/21 - 10/1/21; 2021: 3,574, 168, 5%, 12/1/20, 3/30/20 - 10/9/20; 2020: 3527, 158, 4%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3528, 154, 4%, 12/1/18, 3/26/18 - 10/16/18; 2018: 2708, 154, 6%, 12/1/17, 3/23/17 - 10/13/17; 2017: 2351, 287, 12%, 11/1/16, 2/25/16 - 10/24/16; 2016: 2374, 298, 13%, 11/1/15, 5/22/15 - 10/16/15; 2015: 3105, 327, 11%, 12/1/14, 5/22/14 - 10/16/14; 2014: 6088, 340, 6%, 12/1/13, 5/22/13 - 10/16/13; 2013: 3488, 372, 11%, 12/1/12, 5/22/12 - 10/16/12; 2012: 1019, 176, 17%, 11/1/11, 5/22/11 - 10/16/11.

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Securites and Advisory Services offered through LPL Financial, Member FINRA/SIPC

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.