The Fisher Jones Wealth Management Group boasts nearly 60 years of professional wealth and risk management experience, along with more than 80 years of service in the financial industry.
As current and former business owners, we have the experience to better understand your needs and concerns. We have worked domestically and internationally in a multitude of industries from investment banking, IT, healthcare, private equity, auto, restaurant/hospitality service, retail and, of course, financial services. This perspective allows us to relate to you and offer more customized and relevant solutions to your needs.
Additionally, our team holds a number of designations signifying a deep commitment to continual improvement to better serve you. These designations are designed to work together to provide expert advice in every facet of your financial life. They include a Chartered Financial Analyst (CFA®), Certified Investment Management Analyst (CIMA®), MBA, Chartered Retirement Planning Counselor (CRPC®) and Certified Divorce Financial Analyst (CDFA®). The use of the CDFA® designation does not permit Wells Fargo Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
to see a full list of our designations.
You may learn more about the team by clicking on our pictures below.