Terrance J. Fitch - Financial Strategist

Terrance J. Fitch - Financial Strategist Terrance J. Fitch - Financial Strategist

Mr. Fitch is the founder of Fitch Financial Partners. He is a trained financial strategist and carries a California real estate and insurance licenses. Additionally Mr. Fitch holds a series 65 license and is a registered investment adviser representative. Over the years Mr. Fitch has designed and implemented investment concepts for his clients utilizing asset optimization strategies with a great deal of success.

Over the years Mr. Fitch has helped his clients develop real estate portfolios that are providing additional wealth accumulation for their retirement. Prior to his career in the real estate and financial markets Terry served as the executive vice president of a well-known publicly traded corporation. Both he and his wife Vicki have owned and operated several private businesses. His extensive business and financial background play an important role in helping his clients develop a strategic plan.

Recognizing that not one single individual can possess the knowledge necessary to develop a comprehensive retirement plan, Terry brought together a group of professionals that assist in developing the wealth optimization strategies for his clients. This experienced group of talented individuals and his team approach to financial planning is what differentiates Terry’s strategies from other financial advisors. Additionally Mr. Fitch provides business consulting services and is a personal business coach for small business owners.

Most recently he has become Legal Shield Broker. For over 40 years Legal Shield has been providing quality legal plans and identity theft protection programs. Mr. Fitch is a small business and group benefits specialist.

Additionally he is the president of CYAA (Christian Youth Athletic Association) a nonprofit sports ministry that services over 1200 families in his community. Terry has been married to his wife Vicki for 19 years. He has four children and five grandchildren. He spends most of his free time involved in his children's activities.

Wade L. Hampton - Financial Planner

Wade L. Hampton - Financial PlannerWade L. Hampton - Investment Advisor Representative, Fitch Financial Partners

Wade's extensive background and his expertise in the financial planning and securities profession provide a solid background for the recommendations made to our clients. His primary goal is to protect client assets and to "win by not losing". Wade is the primary architect of Fitch Financial Partners "Tactical Asset Allocation Strategies" which provide the fuel for the investment vehicles that drive our clients portfolios.

Wade is a graduate of the University of Arizona where he earned his BSBA in Management Information Systems and minored in Finance and Religious Studies. Wade holds the Series 7 and 66 securities licenses, as well as Life & Health insurance licenses. Prior to his financial services career he served was as a Network Administrator for three Fortune 500 companies.

He and his wife Kristina have been married for 16 years and have four children. Together, they enjoy the many attractions Southern California has to offer, including ocean views, traffic snarls and Mickey Mouse. With any available free time, Wade enjoys hiking, off-roading, history books and Louis L'Amour westerns.

Jackie Schulte - Real Estate Broker

Jackie Schulte - Real Estate Broker

Jackie joined “Fitch Financial Partners” to to provide professional direction for our clients with regard to their real estate investments. Jackie brings to our team over 25 years of experience as a banker and vast experience in residential and commercial lending. Jackie has an extensive background in real estate investment strategies and equity repositioning. 

Mark Jackson - Insurance

Mark Jackson has joined Fitch financial partners and brings with him 25 years of experience in the insurance industry. Mark has operated his own agency, Mark Jackson Insurance Services since 1995. Mark has extensive knowledge in both residential and commercial insurance products.

He will be able to assist our clients with auto, RV, homeowners insurance, general liability insurance, and individual and group health policies. His commercial experience includes Worker's Compensation insurance, product liability insurance and group health policies. Mark's knowledge and expertise provides our clients with a tremendous resource for their insurance needs.

He and his wife Lisa have been married for 22 years and they have a 14-year-old son. Mark has a passion for US history and participates in many Civil War reenactments throughout the year. His website is www.2ndcavalry.org