Samantha Fitzgerald
About Samantha Fitzgerald
Samantha Fitzgerald is a Senior Financial Planner at Creative Planning, specializing in business succession planning and risk management. She has over a decade of experience in financial planning, previously working at Wipfli Financial Advisors and UW Health.
Work at Creative Planning
Samantha Fitzgerald serves as a Senior Financial Planner at Creative Planning, a role she has held since 2022. In this position, she focuses on business succession planning and risk management. Her work involves providing tailored financial strategies to clients, ensuring their financial goals align with their personal and business objectives. Based in Green Bay, Wisconsin, she continues to build on her extensive experience in the financial planning sector.
Previous Experience at Wipfli Financial Advisors
Before joining Creative Planning, Samantha Fitzgerald worked at Wipfli Financial Advisors for a total of ten years. She began as an Associate Advisor from 2012 to 2020, where she developed her skills in financial planning. Following this role, she served as an Associate Development Coach from 2020 to 2022, contributing to the training and development of new advisors. Her tenure at Wipfli provided her with a solid foundation in financial advisory services.
Education and Expertise
Samantha Fitzgerald studied at the University of Wisconsin-Madison, where she earned a degree in Personal Finance from 2008 to 2012. This educational background equipped her with essential knowledge in financial management and planning. She has developed expertise in creating wills, trusts, and estate planning strategies, as well as providing charitable planning services to individuals and organizations.
Background in Financial Services
Samantha Fitzgerald has a diverse background in financial services, beginning her career with a position as a Student Hourly at UW Health from 2011 to 2012. This early experience contributed to her understanding of client needs and service delivery. Over the years, she has focused on enhancing her skills in financial planning, particularly in areas such as business succession planning and risk management.