MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL Head of Planning Strategy | Buckingham Wealth Partners
Michael E. Kitces is the Head of Planning Strategy at Buckingham Wealth Partners and is a passionate advocate for evolving, expanding, and institutionalizing excellence in financial planning. His industry knowledge and thought leadership shape strategic priorities and focus for Buckingham and it is instrumental in leading research fueling our evidence-based financial planning strategies. Both advisors and clients benefit from his work as he applies key strategies and techniques to our advisor training, development and client experience efforts.
In addition, he is a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning continuing education blog Nerd’s Eye View through his website www.Kitces.com, all dedicated to advancing knowledge in financial planning.