Michael Kitces

Michael Kitces is a Financial Planner, commentator, speaker, and educator. He is the publisher of a financial planning blog Nerd's Eye View, the practitioner editor of the Journal of Financial Planning, and a partner in a financial advisory firm.

Biography
Born and raised in the suburbs of Washington DC. He earned a Bachelor's in Psychology with Honors and graduated magna cum laude from Bates College in Maine, 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.

He began his career as a life insurance agent in 2000, and later became a partner at Pinnacle Advisory Group in 2012.

In 2012, he also became the Practitioner Editor of the Journal of Financial Planning after spending many years on its Editorial Review Board.

Publications
In 2005, Kitces co-authored "The Annuity Advisor" with John Olsen. The book is now in its 3rd edition, retitled as "The Advisor's Guide To Annuities".

In 2007, he co-authored "Tools & Techniques of Retirement Income Planning" with Stephan Leimberg, Robert Keebler, and Aaron Coates.

He has also published articles in several journals, including the Journal of Financial Planning, the Journal of Retirement Planning, and Practical Tax Strategies.

Articles include:

- "Creditor Protection for Retirement Accounts: ERISA, the Supreme Court, and the Bankruptcy Act of 2005", Journal of Financial Planning, August, 2005. - "Mortgage Interest Deductibility: More Than Meets The Eye", Practical Tax Strategies, September 2005.

- "Retirement Accounts and the Bankruptcy Act of 2005: Simplification, the Old Rules and the New Rules", Journal of Retirement Planning, July-August 2005. - "Understanding Secular Bear Markets: Concerns and Strategies for Financial Planners", Journal of Financial Planning, March, 2006.  - "Long-Term Planning Implications of the Tax Increase Prevention and Reconciliation Act of 2005", Journal of Financial Planning, February, 2007. - "IRA Charitable Distributions No Panacea", Journal of Accountancy, April, 2011. - "Improving Risk-Adjusted Returns Using Market-Valuation-Based Tactical Asset Allocation Strategies", Journal of Financial Planning, December, 2011.

Industry Associations
In addition to his work in his financial planning firm, he has held roles for various financial planning organizations.

He is the chair of the Financial Planning Section of the Society of Financial Services Professionals, and is the former chair of the FPA NexGen Conference, the FPA Retreat Conference, the Maryland chapter of the FPA, and the FPA Government Relations Tax Committee. He has served on numerous other committees and task forces for the Society of Financial Services Professionals, the Financial Planning Association, and the Personal Financial Planning section of the AICPA.

In 2004, Kitces helped to co-found NexGen with Aaron Coates, Dave Demming Jr., and April Johnson. NexGen was established as a group of young financial planners dedicated "to ensure the transference of wisdom, tradition and integrity, from the pioneers of financial planning to the next generation of our profession." The group was later adopted as a Community of Interest for the Financial Planning Association.

Accolades
In 2006, mentioned as one of Financial Planning's "Movers & Shakers" by Financial Planning magazine.

In 2007, listed as one of 20 "Rising Stars in Wealth Management" by Institutional Investor News.

In 2010, recognized as Financial Planning's "Deep Thinker". Later in 2010, the Financial Planning Association awarded Kitces a "Heart of Financial Planning" award.

In 2012, he was recognized as a "Power Tweeter" and one of the Power 20 by Investment News, and one of the industry's top 25 influencers by Investment Advisor magazine.