Dr. Peter Fisher

Dr. Peter Fisher Email and Phone Number

Co-Founder | CEO | Executive in Residence @ Human Investing
lake oswego, oregon, united states
Dr. Peter Fisher's Location
Lake Oswego, Oregon, United States, United States
Dr. Peter Fisher's Contact Details

Dr. Peter Fisher work email

Dr. Peter Fisher personal email

n/a

Dr. Peter Fisher phone numbers

About Dr. Peter Fisher

Co-Founder | CEO | Human Investing, LLC.Our services include wealth management, tax consulting and compliance, 401(k) plan consulting and participant education, and credit union advisory—which focuses on partnering with credit unions to provide financial planning and financial education to members. To my knowledge, we are the only investment advisor in the country serving credit union members as a fiduciary—most are served by brokers who sell annuities.In December of 2021, I successfully defended my doctoral dissertation titled "Financial Literacy and Behavior in Credit Unions: An Exploration of Member Financial Literacy and Financial Behavior in the Credit Union Model."My firm's mission is to faithfully serve the financial pursuits of all people.I can be reached at peter@humaninvesting.com

Dr. Peter Fisher's Current Company Details
Human Investing

Human Investing

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Co-Founder | CEO | Executive in Residence
lake oswego, oregon, united states
Employees:
16
Dr. Peter Fisher Work Experience Details
  • Human Investing
    Founding Partner | Ceo
    Human Investing Sep 2004 - Present
    Lake Oswego, Oregon
  • George Fox University
    Executive In Residence
    George Fox University Oct 2022 - Present
    College Of Business
    I have five primary responsibilities for the Financial Planning Program: (1) extend my doctoral research on financial literacy and financial behavior, (2) grant write, (3) mentor financial planning students, (4) support the program chair, Dr. Ryan Halley, (5) help place students in jobs and internships.
  • Forbes Finance Council
    Forbes Financial Counsel Member
    Forbes Finance Council Apr 2018 - Present
    Greater Boston Area
  • Linfield College
    Adjunct Professor
    Linfield College Aug 2014 - Dec 2014
    Mcminnville, Oregon
    I taught a class of declared Finance Majors (mostly Juniors and Seniors) about the fundamentals of investments, valuation and management.
  • Merrill Lynch
    Vice President, Resident Director
    Merrill Lynch Aug 1996 - Sep 2004
    Oversaw all operations, sales, budgeting, forecasting, recruiting and training for a 25 employee branch office. Substantial restructuring, training, attention to the budget and firm goals led to being named the #2 office in the country.

Dr. Peter Fisher Skills

Investments Leadership Retirement Planning Finance Wealth Management Financial Advisory Alternative Investments 401k Strategic Planning Mutual Funds Investment Management Strategic Financial Planning Asset Management Financial Analysis Retirement Portfolio Management Equities Budgets Asset Allocation Asset Managment Estate Planning Financial Modeling Series 63

Dr. Peter Fisher Education Details

Frequently Asked Questions about Dr. Peter Fisher

What company does Dr. Peter Fisher work for?

Dr. Peter Fisher works for Human Investing

What is Dr. Peter Fisher's role at the current company?

Dr. Peter Fisher's current role is Co-Founder | CEO | Executive in Residence.

What is Dr. Peter Fisher's email address?

Dr. Peter Fisher's email address is pe****@****ing.com

What is Dr. Peter Fisher's direct phone number?

Dr. Peter Fisher's direct phone number is +150390*****

What schools did Dr. Peter Fisher attend?

Dr. Peter Fisher attended George Fox University, Linfield College, George Fox University, The Wharton School.

What are some of Dr. Peter Fisher's interests?

Dr. Peter Fisher has interest in Farming, Fly Fishing, Reading, Running, Tennis.

What skills is Dr. Peter Fisher known for?

Dr. Peter Fisher has skills like Investments, Leadership, Retirement Planning, Finance, Wealth Management, Financial Advisory, Alternative Investments, 401k, Strategic Planning, Mutual Funds, Investment Management, Strategic Financial Planning.

Who are Dr. Peter Fisher's colleagues?

Dr. Peter Fisher's colleagues are Drayton Carlberg, Cfp®, Austin Pearce, Cpa, Cfp®, Elliott Welborn, Cort Morris, Katie Brown, Will Kellar, Cfp®, Marc Kadomatsu,cfp®,chfc®,clu®.

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