Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, Partner and Director of Research
Pinnacle Advisory Group
Michael Kitces, partner and director of research, Pinnacle Advisory Group, is publisher of the e-newsletter, The Kitces Report, and the financial planning industry blog, Nerd's Eye View. Mr. Kitces’ work has been featured in Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, the Wall Street Journal, Bloomberg Businessweek, and other media. He co-authored, The Annuity Advisor, with John Olsen and Tools & Techniques of Retirement Income Planning, with Steve Leimberg and others. He has received one of the Financial Planning Association’s Heart of Financial Planning Awards and has been honored similarly by other industry publications. He is a co-founder of NexGen, a community that aims to ensure the transfer of wisdom, tradition, and integrity from the pioneers of financial planning to the next generation of the profession.