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Jim
Fitzgerald, CPA
2001 North Main Street, Suite 360
Walnut Creek, CA 94596

Overview

Jim has nearly 30 years of experience, and he is the managing director of BPM’s India Operations based in the Walnut Creek office. His areas of expertise include tax planning and compliance for high net-worth individuals, family office teams and corporate executives. Jim’s accounting experience includes divorce planning for high-net-worth individuals on a national platform and exit planning for a publicly-traded company’s CEO.

Jim Fitzgerald holds an active CPA license in California.

Interesting Tidbit

In his spare time, Jim enjoys working on his sailboat, sailing and fly fishing in Yosemite

Community

  • Member - American Institute of Certified Public Accountants (AICPA)
  • Member - California Society of CPAs (CalCPA)

Certifications

Certified Public Accountant (CPA)

Related Industry

Education

Santa Clara University, MBA
University of Georgia, Bachelor of Art