Michael Kitces Explained

Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator. He frequently contributes to industry publications,[1] publishes a blog and newsletter for advisors,[2] is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (4 times on the Inc. 5000 list at #168 [2018], #553 [2019], #1130 [2020], and #1179 [2021])[3] and AdvicePay, and is the Head of Planning Strategy at Buckingham Wealth Partners,[4] a financial advisory firm. He has also been repeatedly featured (from 2017 to 2022) as #1 on Investopedia's "most influential" advisors list.[5]

Biography

Kitces was born and raised in the suburbs of Washington, D.C.

Education

He earned a Bachelor's in Psychology from Bates College in Maine[6] with a minor in theater,[7] and subsequently earned a Master's in Financial Planning from The American College (Pennsylvania) and a Master's in Taxation from the University of Tulsa.[8] He also holds the CFP®, CLU®, ChFC®, RHU®, REBC®, and CASL® designations.[9]

Career

He is the Head of Planning Strategy at Buckingham Wealth Partners.

In 2004, Kitces helped to co-found NexGen,[10] a community group for younger financial planners and later went on to co-found the XY Planning Network and AdvicePay as well,[11] with the former being recognized as #168 on the Inc. 5000 list of fastest-growing companies in 2018.[12] For these accomplishments, he was recognized by the Financial Planning Association with a "Heart of Financial Planning" award in 2012,[13] as well as by Investment News as a 40-under-40 to watch in 2014[14] and an Industry Innovator in 2016.[15]

From 2012 to 2015, he served as the Practitioner Editor of the Journal of Financial Planning,[16] [17] after spending many years on its Editorial Review Board.

Kitces' research on safe withdrawal rates, asset allocation glidepaths in retirement, and determining sustainable retirement income based on market valuation has been cited by The Wall Street Journal, Money.com,[18] [19] [20] and received an Academic Thought Leadership award from the Retirement Income Industry Association (RIIA) in 2013.[21]

Personal life

He lives in Reston, Virginia with his wife and three children.[22]

Notes and References

  1. Web site: Michael Kitces Recognized As Power Tweeter . Investmentnews.com . 2013-12-24.
  2. Web site: Hanson . Joyce . Michael Kitces: The 2013 IA 25 Extended Profile . Advisorone.com . 2013-05-28 . 2013-12-24 . https://web.archive.org/web/20130608030653/http://www.advisorone.com/2013/05/28/michael-kitces-the-2013-ia-25-extended-profile . 2013-06-08 . dead .
  3. Web site: XY Planning Network of the Inc 5000 . Inc . 2021.
  4. Web site: Talent Move of the Year: Why Michael Kitces and Jeffrey Levine Joined Buckingham . RIAIntel . 2020.
  5. Web site: Top 10 Financial Advisors . Investopedia. 2017-12-26.
  6. Web site: Michael Kitces - Pinnacle Advisory Group - The Wealth Management Advisors . Pinnacleadvisory.com . 2012-03-20 . 2014-03-01.
  7. Web site: Kephart . Jason . 15 transformational advisers: Michael Kitces . Investmentnews.com . 2013-06-18 . 2014-03-01.
  8. Web site: Michael E. Kitces : CV . Kitces.com . 2014-03-01.
  9. Web site: Michael Kitces on Investopedia . Investopedia.com . 2017-12-26.
  10. Web site: Michael Kitces Deep Thinker . Financial-planning.com . 2010-02-01 . 2013-12-24.
  11. Web site: The New Money Masters: Financial Planning Guru Michael Kitces . Forbes . 2015-06-29 . 2015-07-02.
  12. Web site: XY Planning Network at #168 of the Inc 5000 . Inc . 2018.
  13. Web site: FPA Heart of Financial Planning Award Recipient Profiles: Michael Kitces and Karin Price Mueller . Journal of Financial Planning . 2012.
  14. Web site: About Michael Kitces 40 Under 40 . 2014 . 2018-02-01.
  15. Web site: Michael Kitces Innovator Profile . InvestmentNews . 2016 . 2018-02-01.
  16. Web site: FPA Names Michael Kitces to New Role of Practitioner Editor . Fpanet.org . 2012-05-15 . 2014-03-01.
  17. Web site: FPA and Journal of Financial Planning Announce Dr. Dave Yeske, CFP to Become New Practitioner Editor . OneFPA.org . 2015-05-31 . 2018-02-01.
  18. Web site: The Wall Street Journal, March 1, 2013 - Say Goodbye to the 4% Rule. Kelly Greene. Online.wsj.com. 2014-03-01.
  19. News: How Retirees Can Spend Enough, but Not Too Much. The New York Times. 2014-03-01.
  20. News: Donna Rosato and Penelope Wang . February 26, 2014 . Plan for the Critical First Decade of Retirement . . live . https://web.archive.org/web/20210511131518/https://money.com/plan-for-the-critical-first-decade-of-retirement/ . May 11, 2021 . 2015-02-08.
  21. News: RIIA eNews October 2013 . 2013-10-01.
  22. Web site: About Michael Kitces . Kitces. 2017-12-26.

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