Eddie Fisher serves individuals and families striving to build, manage and preserve their wealth by developing comprehensive, personalized investment strategies.
For more than 19 years, Eddie has helped individuals and families navigate the financial stages of life, always listening closely to their needs to help them create a path toward their most closely held goals. He has experienced both challenging and rewarding market cycles, and is able to bring a seasoned perspective to complex investment situations and market conditions, while maintaining an ever-present sense of calm. Eddie holds the Retirement Income Certified Professional™ designation, which demonstrates his commitment to offering clients the most practical and up-to-date strategies to generate lifelong retirement income.
Eddie feels great fulfillment from his work assisting others as they strive toward their financial goals. His clients can expect to build a long-term relationship with him that encourages open communication and is built on a high level of accessibility. Believing informed clients make better financial decisions, Eddie assists those he serves in developing a knowledge base from which they can form realistic expectations and a disciplined investment program. He designs customized financial plans using a thorough, interactive process that begins with asking questions and then actively listening to – and understanding – his clients’ answers. Eddie is passionate about designing investment strategies that help manage retirement expenses and generate the necessary income to maintain a client’s desired lifestyle throughout their retirement years.
Active in his community, Eddie is especially proud of his involvement as a State Captain for the COPD Foundation in Florida and serves as a board member of the American Lung Association of Orlando, which he supports in memory of his dad who passed away in 2014. Eddie enjoys reading and traveling when he’s not in the office.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.