Joe Pitzl
CFP®
Pitzl Financial
Managing Partner
Joe Pitzl
CFP®
Pitzl Financial
Managing Partner
It’s not about us. It’s about you. Our goal is to help you achieve financial success, however you define it. - Joe Pitzl, CFP®
Fee-Only Financial Planner serving the greater Minneapolis and St. Paul, MN area
Joe Pitzl is a Arden Hills, MN fee-only financial planner. Pitzl Financial provides comprehensive and objective financial planning, tax planning and investment planning to help clients organize, grow and protect their assets through life’s transitions.
As a fee-only, fiduciary, and independent financial advisor, our firm is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Joe Pitzl, CFP®, is the Managing Partner at Pitzl Financial. For over fifteen years, he has been helping individuals and families gain better clarity and control over their personal finances. He believes that money makes an excellent servant in life, but a horrible master.
Joe is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the University of Wisconsin – Madison with a degree in Personal Finance. He is actively involved in the Buckingham Strategic Partners community, the Financial Planning Association and is a past national President and Chairman of FPA NexGen.
He was recognized by his peers in 2016 as one of 10 Young Advisors to Watch in the US, one of the top advisory firms in the Twin Cities the past 4 years, and has been recognized with the Five Star Wealth Manager award in 2017 – 2022 as well.
Outside of the office, Joe is an avid golfer, plays and coaches hockey, has completed two marathons, and enjoys spending time in the outdoors with his wife and two children.
Joe Pitzl is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
It's not about us. It's about you. Our goal is to help you achieve financial success, however you define that.
Effective financial planning requires an ongoing commitment to the process of planning. Great planning ensures that you have resources available to accomplish the goals you are trying to reach, weather the surprises that you will face, or plan for the life transitions you will experience in the years ahead. Instead of worrying about dollars and cents, you can focus your energy on the personal needs of you and your family.
We deliver the personal touch of a small business with the resources and expertise of industry giants. We view our client relationships as partnerships working on a common set of goals. Your life goals dictate the focus of our relationship and we adjust our planning process to you, not the other way around.
We are an independent, fee-only financial planning and investment management firm, and we are everything Wall Street is not. We offer a refreshing, modern spin on the financial planning process in conjunction with an evidence-based approach to investing. We adhere to a fiduciary standard of care at all times when working with our clients. As a fee-only firm, we do not sell products, nor do we accept any third party compensation of any kind. Our allegiance lies solely with you.
We believe in a team approach to financial planning and investment management. We invest heavily in our team, our technology, and our education. As the need for specific products or services arises, we will either work with your existing advisors (insurance agents, attorneys, accountants, bankers, mortgage brokers) or introduce you to folks we know and trust to assemble a cohesive, trusted team of experts working together as Your Personal Boardroom™.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Executive Stock Plans
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Joe Pitzl is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Joe Pitzl is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Joe Pitzl is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Joe Pitzl is a Featured Guest on the Financial Advisor Success Podcast: "Learning Advice Before Getting Clients: The Future Of Financial Advisor Career Tracks"
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Pitzl Financial Named in the Top 12 Best Financial Advisors & Wealth Managers in Minneapolis, MN by AdvisoryHQ
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Joe Pitzl is Featured in Financial Advisor Magazine: "10 Young Advisors To Watch"
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Joe Pitzl Contributes to the StarTribune: "Business forum: Separating the fear from uncertainty"
Contact Joe Pitzl
Office Locations:
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8 Pine Tree Drive
Suite 125
Arden Hills, MN 55112
