))
Know Your Client with Mark Fisher
Manage episode 412194863 series 3471536
Το περιεχόμενο παρέχεται από το Nadine Malone. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Nadine Malone ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
With more than 20 years in the industry, Mark has built a solid practice following the all-important industry mantra, “know your client”. Understanding each unique situation allows him to provide clients with an honest and accurate evaluation of their situation. Pairing that with open communication and the proper education, Mark creates retirement income strategies that helps individuals, regardless of their age, plan for and enjoy a comfortable future.
Originally from Mount Holly, NJ Mark spent a good portion of his youth living in Germany, where his mother worked for the US Government and he graduated from Stuttgart American High School. He attended college at Penn State University where he received his Bachelor of Science. Mark enjoys traveling whenever possible, plays golf and non-competitive softball throughout the spring and fall.
His formal career started when he joined PaineWebber (now UBS) in 1997. He then worked for Manulife Financial selling and enrolling clients in 401k plans in the Baltimore/Washington DC area. From 2000 through 2004 Mark worked in the banking channels for PNC Bank and Commerce Capital Markets. Mark has been an independent advisor working as Fisher Wealth Management.
Mark J. Fisher
mark.j.fisher@lpl.com
https://www.fisherwealthmgt.com/
Brice Harney
Life On Record
Miles of Smiles Entertainment
Richmond Punch
TK Hair Salon
Ogden Ventures LLC
CEO of Ogden Ventures LLC
SnappBandZ
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
Support the show
Love & Light - Keep Hope Alive
187 επεισόδια
Μοίρασέ το
