Ted Fischer
CFP®, AIF®, QPFC
Fischer Investment Strategies
Financial Advisor
Ted Fischer
CFP®, AIF®, QPFC
Fischer Investment Strategies
Financial Advisor
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, 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.
Ted Fischer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 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.
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 the country’s 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)Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
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Fischer Investment Strategies has access to Dimensional FundsThe Dimensional approach focuses on academic research that isolates the factors that tend to outperform the broad market over long time periods and the risk characteristics that can be eliminated from a portfolio. While indexes are simply measures of an asset class, DFA funds aim to efficiently capture the excess returns of an asset class without taking uncompensated risk—and at a low cost.
Contact Ted Fischer
Office Locations:
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870 Hampshire Rd
Ste U
Westlake Village, CA