David Fitzpatrick, CFP®, CLU®

David is a Financial Advisor with The Ragen Group, joining Baird in 2015. As a licensed Financial Advisor, David worked with Baird clients nationwide for three years from Baird’s headquarters in Milwaukee, WI. David achieved his CFP® certification, facilitated by Northwestern University, and joined the Ragen Group in 2018.

After graduating from University of Wisconsin-Milwaukee in 2009, David worked in aerospace & defense for five years helping clients such as Boeing, SpaceX, and Gulfstream modernize their aircraft with LED lighting and avionics. In 2014 he joined Direct Supply and helped to design, build and equip senior living campuses nationwide. With the Ragen Group, David is focused on Financial Planning, retirement income planning, optimizing Medicare and Social Security elections, and strategies to transfer wealth to heirs. He is also the team’s annuity, life, disability, and long-term care insurance specialist.

David is involved in the Seattle community as a member of the Boeing Employee Flying Association, Museum of Flight, and Civil Air Patrol. He and his wife Martha reside in West Seattle and enjoy exploring the state of Washington on weekends with their daughter Riley and their Rhodesian Ridgeback, Murphy.

David, Martha and Riley flying Cirrus.

Certified Financial Planner Board of Standards, Inc. (CFP® Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes use of by individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.