Fischer Investment Strategies is a Sequoia family-owned business

The service will include a free one hour comprehensive financial planning consultation with a focus on mapping personal and professional goals, budget review, risk and debt analysis, tax planning, investment analysis, retirement planning including Social Security analysis, estate planning, and employer benefits review and recommendations.

Service to be provided by:
Ted Fischer, CFP, AIF, CEO
Fischer Investment Strategies
920 Hampshire Road, Suite A2
Westlake Village, CA 91361
805-418-7686

Ted Fischer is a “Fee-Only” Certified Financial Planner & Fiduciary, the founder of Fischer Investment Strategies.

Ted Fischer is a “fee-only” Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®).  He has over 20 years of experience in Financial Planning, Investment Management, and Retirement Plan Consultation.  His firm, Fischer Investment Strategies, based in Westlake Village is considered one of the top Wealth Management firms in Southern California.   Ted is a member of the distinguished National Association of Personal Financial Advisors (NAPFA®).   Members of NAPFA must adhere to a fiduciary standard and “fee-only” compensation which means they do not sell investments nor insurance products. 

https://fischerinvestmentstrategies.com/