Cathy Fitzpatrick, CFP^®, CLTC

Phone: (949) 223-8523
Fax: (949) 223-8101
E-mail: cathy.fitzpatrick@tfgroup.com

Cathy joined Tax & Financial Group (TFG) in 1990 and has been in the financial services industry since 1982. She is dedicated to providing comprehensive, highly personalized, wealth management, estate and business strategies for business owners, individuals, and women in transition.

Cathy has held the Certified Financial Planner TM Practitioner ® designation since 1987 and is a Certified Long-Term Care Specialist. She is a 20 year member of The Financial Planning Association and holds the Series 7 and 63 Securities Registrations. Cathy is a graduate of the Whittemore School of Business at the University of New Hampshire with a Bachelor of Science Degree in Business Administration and Economics. She is a Registered Representative and Registered Investment Advisor Representative with Securian Financial Services Inc., member FINRA/SIPC.

Cathy believes in giving back to the community and is very active in many organizations. She was a Girl Scout Troop leader for over ten years and has been on the Board of TFG’s “We Care For Kids Inc” annual golf tournament benefitting the Make-A-Wish Foundation for over 13 years. She is a Board member of AAUW of Newport Mesa Irvine and is also very involved with Working Wardrobes of Orange County, an organization that helps men and women in crises re-enter the work force.

Cathy is married with two children and lives in southern Orange County. In her free time, Cathy enjoys gardening and spending time with family.

Cathy’s Professional Philosophy:
“In servicing my clients, I shall recommend that course of action or provide that service, which had I been in the same situation, I would have applied to myself.”