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Home > Financial Planner Directory > Minnesota > Edina > Joseph D. Pitzl, CFP®

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Joseph D. Pitzl, CFP®

Intelligent Financial Strategies

7900 W 78th St
Ste 250
Edina, MN 55439
Phone: (952) 941-2795
Fax: (952) 513-2048

Saved in Saved Planners

Household Income Minimum: $150,000
Investable Asset Minimum: $250,000

Specialties

Comprehensive Financial Planning
Charitable & Planned Giving
Estate Planning
Investment Management
Getting Married
Life Planning
Retirement
Succession Planning
Sudden Wealth
Personal Taxes

How Planner Charges

Fee Only

Considerations: We provide comprehensive, fee-only financial planning to 80 families and manage about $125 million of their assets. Our planning philosophy is rooted in a deep understanding of you and what you are looking to accomplish in life.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.