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Michael Kitces

Nerd's Eye View | Pinnacle Advisory Group


Speaker Bio

Michael Kitces is a partner and the director of wealth management at Pinnacle Advisory Group, a private wealth management firm. He is also co-founder of the XY Planning Network and New Planner Recruiting; host of the Financial Advisor Success podcast; and publisher of Nerd’s Eye View, a blog for financial planners. His website, Kitces.com, is dedicated to advancing knowledge in the field.   



Mr. Kitces is an active writer and editor. His work has appeared in such publications as Financial Planning, Journal of Retirement Planning, and The Wall Street Journal. He is the co-author of several books, including The Annuity Advisor and Tools and Techniques of Retirement Income Planning. Mr. Kitces has also appeared on CNBC and NBC. The recipient of numerous awards, he has a bachelor’s degree in psychology from Bates College, a master’s degree in financial services from The American College, and a master’s degree in taxation from Tulsa University. He is a Certified Financial Planner™ and holds numerous other designations.

Speaker Sessions