William Fisher joins Summit Financial Advisors as an Investment Adviser
San Mateo, California – February 3, 2007 –- Summit Financial Advisors, LLC is proud to announce the addition of William Fisher as an Investment Adviser to its advisory team. Summit clients will benefit tremendously from his 18 years of experience providing investment advice and securities analysis.
As an Investment Adviser, he will join our team of financial professionals including an Accredited Investment Fiduciary (AIF®) and Certified Financial Planners (CFP®). The firm’s clients will benefit from a strengthened team approach which coordinates advice across many disciplines of financial planning and investment advice. Bill’s clients will enjoy the advice of a private wealth management firm that provides independent advice to successful individuals and families.
“After an intense due diligence process, I decided Summit Financial Advisors was the ideal fit for my clients”, said Bill Fisher. “I would accept nothing less than a completely independent environment enhanced by an established team of advisors and service professionals. The team approach at the firm will be an important part of how I continue to serve my clients.”
“Bill is a tremendous addition to our team”, said Rafael Velez, Managing Director, Summit Financial Advisors. “His commitment to quality advice and uncommon integrity are a powerful combination. He is a real asset to his clients and our firm.”
His prior experience was with the Merrill Lynch Corporate Services Group where he specialized in managing corporate assets, retirement plans, stock options and personal financial planning for high net worth individuals. He has experience in fixed income trading and as an equity analyst where he covered cyclical industries such as home building, building materials, steel, gaming and lodging for one of the most successful mutual fund families in the country, Franklin Templeton. Bill holds a B.S. from The University of Southern California and the Certified Financial Manager (CFM) designation.
About Summit Financial Advisors:
Summit Financial Advisors, LLC is a SEC Registered Investment Adviser providing private account and wealth management services to clients in Northern California and across the country. Founded in 1998, the firm combines a total wealth management approach to financial planning strategies with a disciplined asset management program. Customized financial planning strategies and investment portfolios are constructed to each client’s unique situation. With offices in San Mateo, California and Portland, Oregon, Summit Financial Advisors manages over $400 million in assets.
Contact:
Rafael Velez
Summit Financial Advisors, LLC
650-357-9410
Rafael Velez
Email Article to Friend
