Matt Fitzpatrick, CFP®, CLU®, ChFC®
- Director, Insurance
- 414.285.5602
- matt.fitzpatrick@
northrockpartners.com
Matt brings over 15 years of experience helping clients and advisors integrate insurance into comprehensive financial strategies. As Director of Insurance, Matt partners closely with advisors to design solutions that support wealth transfer, retirement planning, business succession, and family protection needs. Known for his collaborative and client-first approach, Matt is passionate about making complex planning strategies clear, actionable, and aligned with each client’s long-term goals.
Professional Designations and Associations
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter® (CLU®)
- Chartered Financial Consultant® (ChFC®)
Personal Life
Matt currently resides in Minneapolis, MN. In his spare time, he enjoys staying active, connecting with family and friends, and traveling.