SF

Samantha Fitzgerald

Senior Financial Planner at Creative Planning

Samantha Fitzgerald is a Senior Financial Planner at Creative Planning, specializing in wealth management, investment management, financial planning, tax planning, and estate planning. Prior to this, Samantha worked at Wipfli Financial Advisors as an Associate Development Coach and UW Health as a Student Hourly. Samantha holds a degree in Personal Finance from the University of Wisconsin-Madison.

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Timeline

  • Senior Financial Planner

    October, 2022 - present