William Fischer, CFP®

Financial Planner

Investment Advisor Representative
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William Fischer has been in the financial services industry since 2003. His mission is to help individuals and families determine the right financial strategies that also fit their personal values, goals and passions. William’s process is simple and will never make you feel embarrassed about your financial knowledge. His primary strategy is to educate and never alienate. He specializes in giving his clients a better understanding as to where they are now in life, in relationship to the goals they have identified. Finally, he believes in a strong relationship with his clients that continue even after the financial strategy is implemented. His client’s strategies are fluid and ever changing. Due to this, he is always in contact with his clients to make sure the plan that is set in motion today is still working just as effectively tomorrow.

Prior to entering the financial services industry, William worked for 15 years in various capacities in the music entertainment industry. William is a 1988 graduate of the University of Massachusetts; Lowell with a BS in Mathematics. He became a Certified Financial Planner® Professional in 2011. Presently he lives in Queens, NY with his wife Tess, and their menagerie of various rescue pets. He also enjoys reading non-fiction, exploring new culinary adventures, learning Spanish and doing whatever his wife says.