Kent A. Fitzpatrick, AIFA®, GFS®, CBFA is an Accredited Investment Fiduciary Analyst™ from the Center for Fiduciary Studies, a Global Financial Steward and a Certified Behavioral Finance Analyst. He serves as Managing Director at Asset Strategy Advisors and President of Charles River Financial Group. In addition to his financial expertise, Kent also has a strong background in real estate. A licensed agent of 30 years, he specializes in 1031 Exchanges, Delaware Statutory Trusts (DSTs) as well as Qualified Opportunity Funds and is experienced in educational forums on these topics. With over 25 years of experience in financial planning, estate planning and investment advice, his focus at Asset Strategy Advisors includes providing comprehensive, customized investment advisory services, as well as counseling clients on asset allocation and investment strategies. Kent is a graduate of St. Anselm College with a BA in Economics.
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