Michael Kitces

Partner, Director of Wealth Management, Pinnacle Advisory Group; Co-Founder, XY Planning Network; Publisher, Kitces Report and Nerd’s Eye View. CFP®, MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL®.
My journey of learning and sharing led me somewhat randomly to the world of financial services. I started out as a life insurance agent, and that first job helped me discover this thing called financial planning. I dove quickly into the educational process, ultimately racking up two Master’s degrees along with my CFP® marks and a slew of other designations. My "Why" is to continuously learn, and then share the best ideas and theories I can find to advance knowledge in financial planning. Eventually, though, the combined desire to continue learning and to reach a wider audience that I could impact led me down the world of professional speaking, the launch of my advanced educational newsletter for financial planners called “The Kitces Report”, and the launch of this blog the Nerd’s Eye View.
INFLUENCE
1,100+ TOTAL NUMBER OF CLIENTS
$1.5 Billion ASSETS UNDER MANAGEMENT

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