About Us

William Fischer


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, so as to get a strong understanding as to where you are now in life, versus the goals you want to accomplish. Finally, he believes in a strong relationship with his 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.

William is a 1988 graduate of the University of Massachusetts; Lowell with a BS in Mathematics. He earned his Certified Financial Planner designation 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 adventures, learning Spanish and doing whatever his wife says.

Domiciled in NY