Ted Fischer
CFP®, AIF®, QPFC ®
Fischer Investment Strategies
Certified Financial Planner ® & Founder
Ted Fischer
CFP®, AIF®, QPFC ®
Fischer Investment Strategies
Certified Financial Planner ® & Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ted Fischer, CFP®, AIF®, QPFC ®
Fee-Only financial planner located in Westlake Village, CA, serving clients locally and across the country
Ted Fischer is a “Fee-Only” Certified Financial Planner® & Fiduciary, the founder of Fischer Investment Strategies.
Drawing from more than 25 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 started his career working as a Market Analyst for Philips International in the Netherlands. Since then he has worked as an Investment Specialist or Vice President at Charles Schwab, Churchill Management, and Index Funds Advisors.
His lifetime passion has always been helping young people and particularly his clients become financially successful. In 2011, he started Fischer Investment Strategies… to provide a higher level of service with a more personal and “hands on” approach versus the “one size fits all” big institutional service model.
Ted has an extensive academic background. He received his Certified Financial Planning (CFP®) designation from UCLA in 2010. He became a Qualified Plan Financial Consultant (QPFC®) in 2014 and an Accredited Investment Fiduciary (AIF®) in 2016. Ted has a Bachelor of Science in Marketing, with a minor in Finance, from San Diego State University.
When Ted is not meeting with his clients throughout the country, he enjoys spending time with family and traveling. His hobbies include surfing, cycling, snow skiing, hiking, and scuba diving.
Ted Fischer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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, Tax Loss Harvesting, and Tax Efficiency
- Dimensional Fund Advisors (DFA): No-Load, Low Cost, Evidence-Based Mutual Funds
- Non-Markup Personalized Bond Portfolios
- A Nobel Prize-Winning Methodology and Approach to Investing
- First Class Level of Service with personal communication. We love our clients!
From our Westlake Village, CA office we serve clients in the surrounding communities of Thousand Oaks, Santa Barbara, Agoura, Malibu, and the Los Angeles area.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Ted Fischer is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Ted Fischer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Ted Fischer is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Ted Fischer is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Fischer Investment Strategies has access to Dimensional FundsDimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.
Contact Ted Fischer
Office Locations:
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920 Hampshire Rd
Ste A-2
Westlake Village, CA 91361
