Advice for Year End Financial Planning
ERecognition for your work should be a celebrated achievement. Especially in a community filled with talented professionals that strive to be the best in their respective fields. When people search for financial advice, they look for a respected firm to handle and care for their assets.
Please view this article published by Conejo Valley Lifestyle containing quotes and great advice from local financial advisors including a spot light on our founder, Ted Fischer CFP®, AIF®, QPFC®.
Ted Fischer is a Fee-Only Certified Financial Planner® & fiduciary, and the founder of Fischer Investment Strategies.
Drawing from more than 25 years of experience in the financial services industry, Ted's expertise includes retirement planning, investment analysis, tax planning, estate planning, and insurance.
Ted has an extensive academic background. He received his Certified Financial Planning (CFP®) designation from UCLA in 2011. He became a Qualified Plan Financial Consultant (QPFC®) and an Accredited Investment Fiduciary (AIF®). Ted has a Bachelor of Science in Marketing, with a minor in Finance, from San Diego State University.