Doug is a certified instructor for the California Community Education Organization and Adult Financial Education Services (AFES), a nationwide non-profit organization. Doug is also the founder of Fisher Financial and utilizes his 35 years of retirement industry experience to provide planning and guidance for those seeking safe solutions to secure their retirement lifestyles. His primary focus is preserving and shielding his clients’ assets and wealth, while providing growth potential. Doug has helped thousands of individuals and couples enjoy a worry-free retirement and avoid the risks and pitfalls that could endanger their leisure years.
Doug has built a strong practice in San Diego through a belief that managing risk and preserving capital are key factors in developing a sound financial plan. Fisher Financial brings a unique perspective to the practice of retirement planning by educating clients through a collaborative process to produce customized retirement plans. Doug’s independent status allows him the freedom to best serve his clients, without bias to any product, strategy, service or company. He utilizes his team of professionals to coordinate and ensure a completely customized plan for each client’s situation. There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reason. In order to make sure your money is in the “best place for you,” your unique circumstances must be taken into consideration.
With changes in Social Security and changes in the world economy, California Community Education focuses on helping retirees understand the impact their financial decisions have on their retirement today and tomorrow.
Fisher Financial is rated as an accredited company with an A+ rating with the Better Business Bureau.
CA Insurance License: #0632646
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