Brent Fisk

Brent Fisk

Financial Advisor, RJFS

100 Powder Mill Road // Acton, MA 01720
207 Constitution Avenue // Littleton, MA 01460
865 Donald Lynch Blvd. // Marlborough, MA 01752

I have spent more than 22 years in the financial services industry helping individuals and families navigate important financial decisions and pursue their goals with confidence. As a Financial Advisor, I focus on educating members about investing, retirement planning, education savings, and strategies for achieving both short- and long-term financial goals.

The investment world can be confusing, and I believe financial planning should be presented in a way that doesn't require a translator to understand. My goal is to provide education and guidance that empowers clients to make informed decisions in their financial future and feel comfortable explaining their strategies and goals to others.

I take pride in being an advocate for my clients by developing personalized financial plans and custom-tailored solutions that reflect their unique circumstances. Through regular meetings and ongoing reviews, I help clients stay on track, adjust their plans when needed, and understand how all the pieces of their financial picture fit together.

Before becoming a Financial Advisor in 2019, I spent 15 years working for investment and annuity companies as both an internal and external wholesaler. That experience gave me a broad perspective on the industry and the tools available to help clients pursue their goals. I hold an MBA, Behavioral Financial Advisor (BFA) and Chartered Retirement Planning Counselor™ (CRPC®) designations, and the National Social Security Advisor (NSSA) certification.

Outside of work, I enjoy spending time with my wife, Jessica, and our children, Makayla, Brayden, and Lucy. As a family, we enjoy fishing, hiking, skiing, camping, canoeing, and kayaking. I'm also active in my community, serving as a Den Leader with Cub Scout Pack 25, where I help plan events and activities for local youth. When I'm not outdoors or volunteering, I enjoy tackling home improvement projects and finding ways to fix and build things around the house.

At the heart of everything I do is a commitment to helping people understand their options, make confident financial decisions, and feel empowered about their future.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Digital Federal Credit Union (DCU) is a division of First Technology Federal Credit Union. DCU, First Tech and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc.

CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.