Brian Fisher
Senior Vice President, Financial Advisor
AIF®, PPC®
Contact Brian
Team Office
Brian’s Locations
Malvern, PA 19355 (610) 651-2777
About Brian
With over 25 years of experience in the financial services industry, Brian has largely focused his practice in the employee benefits space, helping employers and employees to pursue their financial objectives in a sustainable, cost-efficient manner. In addition to his focus on employee benefits, Brian also has a background in asset management, emphasizing the importance of asset and tax diversification through tax-deferred and tax-favorable investment products plus the use of lifetime streams of income. Brian is a member of the Temple University Owl Club and Conwell Society and sits on the board of Mother Goose: Read To Me & the Youth Consultation Service Foundation Board. He is an Accredited Investment Fiduciary, Professional Plan Consultant and is certified in Retirement Planning from The Wharton School. He resides with his wife and two daughters in Norristown, PA.
Education
- BS, Risk Management, Temple University, Retirement Planning Specialist, Wharton School of Business
Additional licenses and designations
- Arkansas Insurance License # 2010029
Specialty
- Retirement Plan Consulting
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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