Know Your Client with Mark Fisher

Keep Hope Alive Podcast

04/12/24 • 65 min

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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
[email protected]<mailto:[email protected]>
https://www.fisherwealthmgt.com/