Ted Fischer| CFP®, AIF®, QPFC
Fischer Investment Strategies
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Westlake Village, CA
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Ted Fischer is a Westlake Village, CA Fee-Only Financial Planner, Investment Manager, and Professional Fiduciary serving Santa Barbara, Ventura, and Los Angeles counties and clients throughout the country. Fischer Investment Strategies specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Ted Fischer is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Ted Fischer is a Fee Only Certified Financial Planner, the founder of Fischer Investment Strategies, and a registered investment advisor with the Securities and Exchange Commission.
Drawing from more than 16 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 insurance.
Previously, Ted was an Investment Advisor Representative and Vice President with Index Funds Advisors, where he provided investment planning and wealth management solutions for a host of clients. Ted was a Vice President with Churchill Management Group, a private money management firm, and served as a Senior Investment Consultant and a Life/Health Agent for both Charles Schwab and Wells Fargo Securities.
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. Ted is an Investment Advisor Representative with a Series 65 license.
Residing in Newbury Park with his wife and two daughters, Ted enjoys spending time with family and traveling. He enjoys a myriad of outdoor activities including mountain biking, snow skiing, hiking, and scuba diving.
Fee Only Financial Advisor
Welcome to Fischer Investment Strategies (FIS), where you will enjoy the benefits of working with an experienced fee-only CFP® who utilizes a customized, client-centered approach to wealth management. At FIS, we cultivate relationships with our clients that are built on transparency, as well as mutual trust and respect.
Whether you are seeking expert counsel on retirement planning, investment management, estate planning, tax planning or risk management, Fischer Investment Strategies will work with you to develop a personalized plan that reflects your unique goals and risk parameters. We will assist you in securing opportunities often unattainable when attempting to negotiate today’s challenging financial environment on your own. We are committed to providing you with a sound investment plan that minimizes your fears while fulfilling your long-term goals.
FIS Professional Financial Advisor Services
- Fee-Only Investment Advisor
- Customized Financial Plans
- Portfolio Rebalancing and Tax Efficiency
- Dimensional Fund Advisors (DFA): No-Load, Evidence-Based Mutual Funds
- Non-Markup Personalized Bond Portfolios
- A Nobel Prize-Winning Methodology and Approach to Investing
From our Westlake Village, CA office we serve clients in the surrounding communities of Thousand Oaks, Agoura, and the Los Angeles area.