Brian Fisher, Cdfa®

Brian Fisher, Cdfa® Email and Phone Number

Relationship-based advising, helping clients invest with the guidance of someone who truly cares about your money - and above all - you. @ Infinity Strategic Partners, LLC
Brian Fisher, Cdfa®'s Location
Franklin, Tennessee, United States, United States
Brian Fisher, Cdfa®'s Contact Details

Brian Fisher, Cdfa® personal email

n/a
About Brian Fisher, Cdfa®

While planning is the key to your success, life is unpredictable. Marriage, divorce, debt, retirement. We all face fiscal responsibilities and the challenges that come with them. So how do you plan for the unplannable?Success and finance are inextricably linked, especially in our society, but they are not the same thing. Money without a plan is just cash. A strategy without a story is just a tactic. And a relationship without a genuine connection is just a transaction. When you take control of your finances, guided by someone you trust, someone who cares about you, you take control of your future.I’m not just your financial strategist, I’m your financial coach. I’ve been there. I see you. I am with you on this journey.We all have a past. It happened. We can’t go back. What we can do is to own it, learn from it, and move forward with a plan. Our team at Infinity helps our clients to “Live for Today, Plan for Tomorrow.” When you achieve that balance, you DO plan for the unplannable.California Insurance License # 0M25899

Brian Fisher, Cdfa®'s Current Company Details
Infinity Strategic Partners, LLC

Infinity Strategic Partners, Llc

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Relationship-based advising, helping clients invest with the guidance of someone who truly cares about your money - and above all - you.
Brian Fisher, Cdfa® Work Experience Details
  • Infinity Strategic Partners, Llc
    Financial Strategist
    Infinity Strategic Partners, Llc Nov 2017 - Present
    Northbrook, Illinois, Us
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  • Jessica Zweig, Inc.
    Chief Financial Officer
    Jessica Zweig, Inc. Feb 2021 - Present
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  • Equitable Advisors
    Financial Professional
    Equitable Advisors Jan 2020 - Present
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  • Cme Group
    Co Chairman Business Conduct Committee & Probable Cause Committee
    Cme Group 2004 - Present
    Chicago, Il, Us
    Chair and oversee regulatory committees responsible for making decisions based on cases against respondents from CME Group Market Regulation. Trusted chair, member, and advisor to CME Group Market Regulation overseeing committee's and panels.
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  • Brian Fisher
    Self Employed
    Brian Fisher Nov 1996 - Dec 2016
    Independent commodities trader

Brian Fisher, Cdfa® Skills

Asset Allocation Strategies Employee Benefits Estate Planning Strategies Employee Benefit Strategies Financial Analysis Financial Consulting Financial Management Income Protection Strategies Income Strategies Insurance Strategies Insurance Needs Analysis Ira Rollover Strategies Long Term Care Planning Strategies Retirement Planning Strategies Retirement Planning Risk Management Strategic Partnerships Wealth Management Wealth Management Services Wealth Preservation Strategies 401 Retirement Savings Plans 401 Distribution Planning

Frequently Asked Questions about Brian Fisher, Cdfa®

What company does Brian Fisher, Cdfa® work for?

Brian Fisher, Cdfa® works for Infinity Strategic Partners, Llc

What is Brian Fisher, Cdfa®'s role at the current company?

Brian Fisher, Cdfa®'s current role is Relationship-based advising, helping clients invest with the guidance of someone who truly cares about your money - and above all - you..

What is Brian Fisher, Cdfa®'s email address?

Brian Fisher, Cdfa®'s email address is br****@****ers.com

What skills is Brian Fisher, Cdfa® known for?

Brian Fisher, Cdfa® has skills like Asset Allocation Strategies, Employee Benefits, Estate Planning Strategies, Employee Benefit Strategies, Financial Analysis, Financial Consulting, Financial Management, Income Protection Strategies, Income Strategies, Insurance Strategies, Insurance Needs Analysis, Ira Rollover Strategies.

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