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Joe Pitzl, CFP(R)
Intelligent Financial Strategies
Edina, MN - Greater Minneapolis-St. Paul
Comprehensive financial planning - Contact Joe Pitzl
- Specialties
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- Comprehensive financial planning, life planning and small business succession planning
- Unique Services
- Privacy Policy
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- Your information is confidential and will not be shared with anyone. Read more
- Neither your contact information nor your financial information will be shared with anyone else, including individuals affiliated with the advisors, as well as any organizations associated with the advisor. Your information will neither be sold nor rented. You can opt out of educational emails at any time.
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Fulfilling Your Life's Purpose
Joe Pitzl, CFP®, is the Director of Financial Planning at Intelligent Financial Strategies. He believes that money makes an excellent servant in life, but a horrible master. His mission is to help people manage and align their financial resources to serve their life?s purpose.
Joe Pitzl, CFP®, is the Director of Financial Planning at Intelligent Financial Strategies. He believes that money makes an excellent servant in life, but a horrible master. His mission is to help people manage and align their financial resources to serve their life?s purpose.
Joe is a Certified Financial Planner™ professional and a graduate of the University of Wisconsin - Madison with a degree in Personal Finance. He is heavily involved in the Financial Planning Association as the National President of FPA NexGen. Joe also sits on the FPA?s Professional Development Advisory Group and the Editorial Board for Practice Management Solutions Magazine. He is also a past Board Member of the Financial Planning Association of Minnesota and is a regular contributor to the FPA?s All Things Financial Planning blog. Joe has appeared in numerous publications, including a nationally syndicated column through the Minneapolis Star Tribune titled, ?Joe and Your Dough?, the Pioneer Press, Investment News, Financial Planning Solutions Magazine, Financial Planning Magazine, the Journal of Financial Planning and the Chicago Tribune.
Outside of the office, Joe is an avid golfer, plays hockey and softball, has completed two marathons, and enjoys cooking and spending time at the lake with his wife, Becky.
Experience
I am the Director of Financial Planning and a Certified Financial Planner professional with Intelligent Financial Strategies. I also remain active in the Financial Planning Association and FPA NexGen, currently serving as the Chair of FPA NexGen, sit on the FPA Professional Development Advisory Group, and the Editorial Advisory Board for FP Solutions Magazine.
- Certified Financial Planner
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Mindful Asset Planning
Financial Planning; 6
December 2008 - September 2010 (1 year 9 months)
- Director of Career Development
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Financial Planning Association of Minnesota
Professional Organization; 900
January 2007 - December 2009 (2 years 11 months)
Director of Career Development - Financial Advisor
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GEN Financial Management
Financial Planning; 6
July 2007 - December 2008 (1 year 5 months)
- Financial Planning Specialist
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Accredited Investors
Financial Planning; 30
January 2004 - June 2007 (3 years 5 months)
- Editorial Advisory Board Member
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Practice Management Solutions Magazine
Magazine; 50
January 2010 - Present
- Professional Development Advisory Group
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Financial Planning Association
Non-Profit; 25000
January 2010 - Present
- Director of Financial Planning
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Intelligent Financial Strategies
LLC; 4
September 2010 - Present
- President
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FPA NexGen
Industry Association; 250
January 2010 - December 2010 (11 months)
Education
2004
Certified Financial Planner Board of Standards
Certified Financial Planner
1999-2003
University of Wisconsin - Madison
Consumer Science - Personal Finance
2005
DePaul University
FPA Residency Program
Articles Written
Press Mentions
September 2007
Star Tribune
"Kara McGuire: Savings start-ups"
January 2008
Star Tribune
September 2008
Investment News
"NexGen eager to serve middle market"
May 2009
Financial Planning Magazine
June 2008
Investment News
Boulevard R Offers Actionable Financial Plans
April 2008
Star Tribune
October 2010
Journal of Financial Planning
Unique Services Offered by Joe Pitzl
Joe Pitzl specializes in providing the following services:- Internal Business Succession and Executive Compensation Planning
ABOUT THIS SERVICE Retention of great talent is critical to the long-term success of a small business. For business owners that particularly have an interest in ensuring their business remains privately owned beyond their leadership, the transition to the next generation of management can be very complex. Our planning services for business owners includes the development of a road map to ensure these transitions are structured appropriately to reward your key employees and provide opportunities to earn ownership in the company.
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- Household Cash Flow Planning
ABOUT THIS SERVICE The absolute cornerstone of any successful financial plan centers on current and future cash flow. At the end of the day, no matter how your investments perform, whether you earn a promotion or lose your job, you wish to change careers or retire, or simply want to support the charitable causes near and dear to your heart, it all comes down to whether your cash flow system provides the resources to allocate toward these desires.
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Related Terms: Helping people strike a balance between their money and their life, preparing people for the certainty of uncertainty, ensuring anyone who wants it can get competent, affordable and objective financial advice
Intelligent Financial Strategies
7900 West 78th Street, Suite 250
Edina, MN 55439
952-941-2795
joe@ifs-advisor.com
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