William B. Fischer

Credentials:
  • CFP®

Focus: Insurance Strategies, Student Loan Refinancing, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Group Benefits, Risk Management Strategies, Financial Education, Estate Planning, Charitable Giving

Languages: English

William Fischer has been in the financial services industry since 2003.  His mission is to help individuals and families determine the right financial strategies that also fit their personal values, goals and passions.  William's process is simple and will never make you feel embarrassed about your financial knowledge.  His primary strategy is to educate and never alienate.  He specializes in giving his clients a better understanding as to where they are now in life, in relationship to the goals they have identified.  Finally, he believes in a strong relationship with clients that continue even after the financial strategy is implemented.  His client's strategies are fluid and ever changing.  Due to this, he is always in contact with his clients to make sure the plan that is set in motion today is still working just as effectively tomorrow.

Prior to entering the financial services industry, William worked for 15 years in various capacities in the music entertainment industry.  William is a 1988 graduate of the University of Massachusetts; Lowell with a BS in Mathematics.  He became a Certified Financial Planner professional in 2011.  Presently he lives in Queens, NY with his wife Tess, and their menagerie of various rescue pets.  He also enjoys reading non-fiction, exploring new culinary adventurs, learning Spanish and doing whatever his wife says.

Education

University of Massachusetts at Lowell (1980-1984)

Hobbies

Reading
Traveling
Learning Spanish
Exploring
Enjoying the culture of New York City

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Fortis Lux Financial

Main Office

277 Park Avenue 41st & 44th Floor
New York, NY 10172-0003

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CRN202210-273756