AU
Austin Underhill
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Work Experience
Mar 2019 - Feb 2023 · 3 years and 11 months
Chief Compliance Officer & Operations Manager
Feb 2022 - Feb 2023 · 1 years
Operations & Compliance Manager
Mar 2019 - Feb 2022 · 2 years and 11 months
Law Office Manager
Sep 2014 - Mar 2019 · 4 years and 6 months
Company Details
At Fischer Investment Strategies, you will enjoy the benefits of working with a fee-only firm that utilizes a customized, client-centered approach to financial 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, wealth 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.
Year Founded
2011
Social Media
LinkedinFacebook
Industry
Financial Services, Business Services, Retirement & Financial Planning
HQ Location
920 Hampshire Road, Suite A2 Westlake Village, California 91361-6039, US
Keywords
Investment ManagementRetirement Planningfee-only Financial PlanningFinanceFinancial PlanningWealth Management
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