Michael Kitces

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“My passion is to help advance the financial planning body of knowledge and distill complexity into practical applications that advisors can use to create better solutions for their clients.”

Michael Kitces is a partner and the Director of Research for Pinnacle Advisory Group, practitioner editor of the Journal of Financial Planning and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View.

Kitces’ name is always followed by an assortment professional degrees and designations – MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, and CASL.

Michael has been recognized for his service to the financial planning community with many awards including the Financial Planning Association’s “Heart of Financial Planning” in 2010. He has been featured in publications including Financial Planning, the Journal of Financial Planning, and The Wall Street Journal. He has been recognized by such publications as “a Legacy Builder”, an “Influencer”, a “Deep Thinker” and a “Rising Star in Wealth Management”.

Pinnacle Advisor Solutions is proud to count Michael as an integral part of our team of professionals who are here to help financial advisors like you. Our Strategic Partners enjoy direct access to Kitces during our quarterly “Office Hours” where they are able to discuss pressing topics and issues and hear Michael’s latest thinking.