Advancing Knowledge in Financial Planning
If you need to reach Michael, contact him by email at [email protected], or by telephone at 703-375-9478. Michael regularly checks for media inquiries on both systems, but due to his frequent travel schedule, availability is sometimes limited; if you are working on a story with a near-term deadline, please indicate accordingly in your message.
If you wish to send a press release for our consideration, please submit to [email protected]. Announcements specifically related to Advisor #FinTech should be sent to [email protected].
Michael is available to speak on a wide range of topics pertaining to financial planning, including research on safe withdrawal rates and other retirement strategies, tactical asset allocation and other investment strategies, the use of insurance and annuity products, and income and estate tax planning strategies.
In addition, Michael has a broad perspective on professional and practice management trends in the financial advisory world.
The following are the proper spelling, titles, and attribution after an interview:
Michael Kitces is the Head of Planning Strategy at Buckingham Strategic Partners, a turnkey wealth management services provider supporting thousands of independent financial advisors.
Michael Kitces is the publisher of the financial planning industry blog Nerd’s Eye View through his website www.kitces.com, and the co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters.
For a shortened bio of Michael or for a byline attribution, please use the following:
Michael Kitces is the Head of Planning Strategy at Buckingham Strategic Partners, co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, and publisher of the financial planning industry blog Nerd’s Eye View. You can follow him on Twitter at @MichaelKitces.
For a copy of Michael’s full bio, please click here.
For a shortened version of Michael’s bio for a speaker’s introduction, please click here.
For a hi-res photo of Michael to use in your article or for marketing a speaking engagement, please click here.
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