Michael Kitces

MSFS, MTAX, CFP®, CLU®, ChFC®, RHU®, REBC®, CASL®
Director of Wealth Management, Partner
Pinnacle Advisory Group, Inc., Columbia, MD
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2019 Top Advisor Investopedia 100
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Biography

After completing an undergraduate degree with a major in psychology and a minor in theater, along with a pre-med concentration, Michael started out as a life insurance agent the first business day after college, and eventually made the switch to financial planning.

With the broad range of financial planning topics to learn, he dove quickly into the educational process full steam, ultimately racking up two Master's degrees (one in Financial Services, and one in Taxation), along with Certified Financial Planner (CFP) marks and a slew of other designations as well. Michael spent his 20s working as a full-time financial planner and part-time student on the side.

Eventually, the combined desire to continue learning (beyond what the available designation programs could teach) and to reach a wider audience that he could impact led him down the world of professional speaking, the launch of an advanced educational newsletter for financial planners called “The Kitces Report”, and the launch of the blog The Nerd’s Eye View.

Michael speaks at 50 to 70 conferences every year to share his knowledge with other advisors, the member's section of his website Kitces.com serves nearly 3,000 advisors, and the Nerd's Eye View blog reaches more than 200,000 unique visitors every month.

Michael was born and raised in the northern Virginia suburbs outside of Washington DC, and currently lives in the community of Reston, Virginia, with his wife, two young daughters and baby boy.