Steven Fisher, CFP®

President

Registered Principal
CERTIFIED FINANCIAL PLANNER™ Professional

42 Years of experience in the financial services industry

Registered in AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, LA, MD, MI, MS, NC, NM, NV, NY, OH, OR, SC, TX, VA

Professional Qualifications

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Bachelor of Science, Business Administration, Univ. of Florida
  • Series 7, 24

Personal Information

Married 40 years - Dawn; 3 daughters, Mallory, Brittany, Kirstie, 6 grandkids

Phone 727-578-2828
Fax (727) 578-7600
Mobile Phone (813) 334-5983