Helping You Build Your Future

Retirement Planning Specialist

Accreditations:

  • Retirement Planning Specialist
  • Certified Financial Planner™ professional, (CFP®)
  • Chartered Financial Consultant (ChFC) 
  • Retirement Income Certified Professional (RICP®)
  • B.S. Accounting- Pennsylvania State University
  • MBA Financial Management- Drexel University
  • Certificate in Retirement Planning, the Wharton School of the University of Pennsylvania

Accomplishments/Professional Memberships:

  • Member of Equitable Advisor's Paramount Planning Group
  • AXA Advisors Hall of Fame
  • IRONMAN Lake Placid Finisher
  • Summit of Mount Rainier 2015
  • Member of the Financial Planning Association

Fisher Financial Group was formed in 2007 to provide individuals, business owners, and corporations with comprehensive insurance, investments, and asset preservation services.  Fisher Financial's program of integrated planning results in balanced, flexible strategies designed for clients' particular circumstances and objectives.  Each financial instrument is part of a well-conceived plan designed to help assure you of optimum performance and exceptional value.

 


 

Karl D. Fisher formed Fisher Financial Group in 2007 as an extension of his successful career as a financial professional with Equitable Advisors.  Karl has enjoyed working with clients since 1996 as an Equitable Advisors Financial Professional.  Karl is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Financial Consultant. Karl's business is focused on helping families and business owners accumulate, manage, and plan for the distribution of their wealth in a tax efficient manner.

Karl's innovative financial planning approach helps provide individuals and businesses with the leadership, relationship, and creativity that they need in order to reach their financial goals.  Mr. Fisher focuses on retirement and investment planning strategies and routinely conducts and participates in seminars in these areas.

Karl has been recognized for his accomplishments as a top producer for the Rocky Mountain Branch (part of the West Region of Equitable Advisors) and is a member of the Paramount Planning Group.  He resides in Boulder, CO with his three children: Kyle, Marta, and Tyler.

 

HELPING INDIVIDUALS AND BUSINESSES ACHIEVE THEIR FINANCIAL GOALS

LIFE INSURANCE    EDUCATIONAL FUNDING   RETIREMENT PLANNING

ESTATE PLANNING STRATEGIES   INVESTMENT SERVICES

BUSINESS CONTINUATION PLANS   EMPLOYEE BENEFIT PLANS

QUALIFIED RETIREMENT PLANS   TRUSTED SERVICES

 

 

An Introduction to Wealth Management: "Life in A Box" Narrated by Tom Selleck

 

CA Insurance License #OG93495 

Certified Financial Planner Board of Standards Inc. owns the certifications marks CFP® and CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete initial and ongoing certification requirements.