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Jeffrey Kitzberger

3750 Park East Dr STE 200

Beachwood, OH

44122

Phone:

Email:

440-505-5740

As a CERTIFIED FINANCIAL PLANNERâ„¢ Professional, Jeffrey focuses his knowledge and talents on creating comprehensive wealth management strategies for his clients, by concentrating on overall portfolio management. Jeffrey collaborates with attorneys and tax professionals to assist individuals, executives and business owners in effectively managing and protecting their wealth. He is well-versed and experienced when it comes to the disciplines of investing for retirement and overall retirement planning.


Jeffrey measures his success by the strength and longevity of his client relationships. He strives to continuously provide his clients with the highest level of service, while seeking to learn about his clients' desired lifestyles, long-term goals and retirement needs. This in-depth understanding of his clients, as people, enables him to recommend and implement custom-tailored investment and wealth management strategies.


As an investment professional for more than 37 years, Jeffrey holds the Financial Industry Regulatory Authority Series 7, 31, and 63 securities registrations through LPL Financial and holds the Series 65 registration through Stratos Wealth Partners, Ltd. Additionally, he holds Life, Accident and Health, Variable Annuity and Long-Term Care licensing in multiple states. He is a member of the Society of Financial Service Professionals, Cleveland, Ohio Chapter. Jeffrey earned an Executive Certificate in Financial Planning from John Carroll University and has as attained the CERTIFIED FINANCIAL PLANNERTM practitioner certification.


Jeffrey began his career with Home Life of New York/The Cranford Financial Group in 1985. Jeffrey worked with Home Federal Savings Bank to establish their Financial Consulting division in 1987. He continued his career path at Prescott Ball & Turben/Kemper Securities Group. Later, PaineWebber/UBS Financial Services, Inc. recruited Jeffrey to become their Wealth Preservation Planning Branch Coordinator in Beachwood, Ohio, a position he held for more than 15 years.


Jeffrey has three amazing daughters: Arianna, Alexandra and Annalyse. He devotes his free time to working with the Aplastic Anemia & MDS International Foundation, the Cleveland Clinic Foundation, and the Taussig Cancer Institute, on raising awareness and funds in the fight against Bone Marrow Disease. Jeffrey is also a proud member of Sigma Chi. He enjoys skiing, hiking, bicycling, and driving his classic Ford Bronco.

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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

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*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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