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  2. Andrew Fisher

Andrew Fisher

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Andrew Fisher
CFA
Director of Investment Advisory Services

Andrew Fisher, CFA, is the Director of Investment Advisory Services at Tax & Financial Group in Newport Beach, California where he oversees asset allocation, investment strategy, and investment manager research. In his role, Andrew monitors economic and financial market data, providing frequent updates on new developments and their potential impact on portfolios. Andrew also assists          advisors in client meetings and in building customized investment solutions for clients.

Prior to joining Tax & Financial Group, Andrew started his own investment firm where he developed short-term and long-term investment strategies using options, equities, and ETF’s. Previously, Andrew     was a Vice President at PIMCO where he provided asset allocation and economic updates to the firm’s endowment and foundation clients. Andrew began his career in public accounting at Deloitte in Los Angeles.

Andrew received his MBA from the UCLA Anderson School of Management and his bachelor’s degree in Business Economics, with minors in Accounting and Anthropology, from the University of California, Los Angeles. Andrew is also a CPA, licensed in California.

 

Securities and Investment Advisory Services offered through Securian Financial Services Inc, Member FINRA/SIPC. ax & Financial Group is independently owned and operated. 3340828 DOFU 11/2020

 

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  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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