Ted Fischer (AIF®, CFP, QPFC)

Ted Fischer focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Divorce Planning

Planning Specialties

Tax Planning Investment & Wealth Management Retirement Planning Customized Investment Management Estate Planning Cash Flow Analyzes Risk Management Stock Options- ISO, NQ, ESOPs, and RSUs

Additional Information

Besides having extensive knowledge and experience in Financial Planning, Investment Management, Tax Planning, Estate Planning, and Retirement Planning we also have a separate website offering Business Owners assistance with Retirement Plans. Please visit www.fisrs.com

NAPFA Start Date

July 27, 2015


This Office

920 Hampshire Road, Suite A-2 Westlake Village, CA 91361 Phone: (805) 418-7686 Fax: (866) 279-7711