Ted Fischer

Ted Fischer Email and Phone Number

Fee-Only Certified Financial Planner® and Accredited Investment Fiduciary® and Entrepreneur @ Fischer Investment Strategies LLC
westlake village, california, united states
Ted Fischer's Location
Westlake Village, California, United States, United States
Ted Fischer's Contact Details

Ted Fischer personal email

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Ted Fischer phone numbers

About Ted Fischer

Ted is a Certified Financial Planner ® and the founder of Fischer Investment Strategies, a Registered Investment Advisor, Wealth Manager, and a Accredited Investment Fiduciary. Drawing from more than 20 years of experience in the financial services industry, Ted provides fundamentally sound investing principles and strategic vision for both private clients and institutions. He has particular expertise in retirement planning, investment analysis, tax planning, estate planning, and risk management. Ted holds the prestigious Personal Financial Planning designation from UCLA. He earned a Bachelor of Science in Marketing, with a minor in Finance, from San Diego State University. Residing in Newbury Park, Ted enjoys spending time with his two daughters and traveling. He enjoys a myriad of outdoor activities including cycling, surfing, snow skiing, hiking, and scuba diving.

Ted Fischer's Current Company Details
Fischer Investment Strategies LLC

Fischer Investment Strategies Llc

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Fee-Only Certified Financial Planner® and Accredited Investment Fiduciary® and Entrepreneur
westlake village, california, united states
Website:
fischerinvestmentstrategies.com
Employees:
3
Ted Fischer Work Experience Details
  • Fischer Investment Strategies Llc
    President & Founder, Cfp®, Aif®, Qpfc®
    Fischer Investment Strategies Llc Dec 2011 - Present
    Westlake Village, Ca
    Fischer Investment Strategies is a fee-only, independent investment advisor and Fiduciary providing wealth management solutions and risk management to private clients and institutions. Registered as a Certified Financial Planner ®, Ted is able to create and provide customized risk appropriate, returns-optimized, and tax-managed portfolios based on evidence based investment science and comprehensive financial planning.
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  • Index Fund Advisors, Inc.
    Vice President
    Index Fund Advisors, Inc. Jun 2007 - Dec 2011
    Westlake Village, Ca
    Fee-only investment advisory firm headquartered in Irvine, California with nearly $2 billion under management serving private clients and institutions . Index Funds Advisors has been very successful promoting and providing modeled index portfolios using mutual funds primarily from Dimensional Funds Advisors (DFA).
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  • Churchill Management Group
    Vice President
    Churchill Management Group Aug 1998 - Jun 2007
    Westlake Village, Ca
    Private Money Manager based in Southern California with offices throughout the U.S. Founded in 1963. Multi-Cap Tactical Asset Manager with approximately $2 billion under management. Utilize strictly common stocks, bonds, and cash to build risk adjusted modeled portfolios. Account Minimum $500,000.
    View
  • Charles Schwab
    Investment Specialist
    Charles Schwab Aug 1995 - Aug 1998
    Santa Barbara And Westlake Village, California
    View
  • Philips International
    Market Analyst
    Philips International Jan 1987 - Sep 1990
    Eindhoven Area, Netherlands

Ted Fischer Skills

Investments Portfolio Management Mutual Funds Retirement Planning Investment Strategies Wealth Management Investment Advisory Finance Financial Advisory Financial Services Wealth Wealth Management Services Management Asset Allocation Risk Management Investment Policy Pensions Intergenerational Wealth Transfer Estate Planning Strategic Planning

Ted Fischer Education Details

Frequently Asked Questions about Ted Fischer

What company does Ted Fischer work for?

Ted Fischer works for Fischer Investment Strategies Llc

What is Ted Fischer's role at the current company?

Ted Fischer's current role is Fee-Only Certified Financial Planner® and Accredited Investment Fiduciary® and Entrepreneur.

What is Ted Fischer's email address?

Ted Fischer's email address is te****@****ent.com

What is Ted Fischer's direct phone number?

Ted Fischer's direct phone number is +180541*****

What schools did Ted Fischer attend?

Ted Fischer attended San Diego State University-California State University, Csu Sacramento.

What are some of Ted Fischer's interests?

Ted Fischer has interest in Entrepreneurial Activities, Children, Problem Solving, Environment, Education, Scuba Diving, Snow Skiing, Cycling, Surfing, Hiking.

What skills is Ted Fischer known for?

Ted Fischer has skills like Investments, Portfolio Management, Mutual Funds, Retirement Planning, Investment Strategies, Wealth Management, Investment Advisory, Finance, Financial Advisory, Financial Services, Wealth, Wealth Management Services.

Who are Ted Fischer's colleagues?

Ted Fischer's colleagues are Dean Julian, Sandy Dunne, Fischer Investment Strategies, Jessa Ash, Natasha Messano.

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