Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Doug Fisher

Fisher Financial

^{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, Fisher Financial 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}