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At FP Wealth Management, Inc. we believe in offering our clients a full-service experience. We want them to know their financial success is our first priority. Our team of professionals combines decades of financial industry experience with dedication to uncompromising integrity and customer service.
President | Financial Advisor
Bob FitzSimmons, CFP® is the President of FP Wealth Management, Inc. Bob began in the financial services industry after serving in the United States Air Force and working for more than 24 years as a marketing executive...
Brett works with his clients to provide a clear understanding of their financial situation while also creating strategies to help pursue their financial goals. Whether it is getting started in the financial planning process or preparing...
Client Service Associate
Secretary and Treasurer
Vice President | OSJ | Financial Advisor
Vice President of FP Wealth Management, Jason Peplinski specializes in investment strategy, business finances, retirement accumulation/ distribution, tax planning and risk mitigation. A nationally recognized financial services advisor...
Office Administrative Manager and Licensed Sales Assistant
Kimberly Dondlinger is the Office Administrative Manager and Licensed Sales Assistant for Bob Fitzsimmons, Inc. Kimberly started in the financial services industry over 3 decades ago. She joined Bob Fitzsimmons, Inc. in 2003 to support...
*LaRae is not registered with SagePoint Financial, Inc.
Director of Operations
Sally Read started in the financial industry in 2002 and has the Series 7 and 66 Securities licenses. She has experience with building a business in the financial services industry and helping others with their retirement goals. Sally...
*Tracie is not registered with SagePoint Financial, Inc.