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Affinity Planning Partners

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Our Associates

Teresa M. Fitzgerald, WMCP®

Teresa M. Fitzgerald, WMCP®

Financial Planning Consultant, Wealth Management Certified Professional®, Wealth Management Advisor, Founder & Owner of Affinity Planning Partners

Charles Lewandowski, CFP®, TPCP®, MBA

Charles Lewandowski, CFP®, TPCP®, MBA

Financial Advisor & CERTIFIED FINANCIAL PLANNER® Professional & Tax Planning Certified Professional®

Jonathan W. Fitzgerald

Jonathan W. Fitzgerald

Director of Operations

Natasha Donaldson, AIF®, MBA

Natasha Donaldson, AIF®, MBA

Accredited Investment Fiduciary® & Financial Advisor

James Lopez

James Lopez

Insurance Professional

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