Ted  Fischer,  CFP<sup>&reg;</sup> - Financial Advisor

Ted Fischer, CFP®

AIF®, QPFC®

CEO

CEO

920 Hampshire Rd, Ste A2
Westlake Village, CA 91361
FINANCIAL ADVISOR'S WEBSITE
(805) 418-7686 CONNECT WITH Ted
  • linkedin link

General

Ted Fischer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CEO in Westlake Village, CA and the surrounding communities.

Financial Advisor Experience

Over 25 years of experience in Comprehensive Financial Planning and Investment Management

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Qualified Plan Financial Consultant

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Starting a Family, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources