Rick Fisher | MS, CFP®
Hailing originally from Southern California, Frederick “Rick” Fisher, is a true citizen of the State. Growing up in Arcadia, he has lived on Catalina Island, as well as in the cities of Carpenteria, San Diego, Walnut Creek, and now Nevada City.
His father and grandmother exposed Rick to the World of Investing at a young age. By the time he left for high school, Rick was already gaining first hand experience in managing a substantial family portfolio. In college he began taking courses in Finance and Investments, while completing his degree in Business Administration at the University of San Diego. Upon graduation Rick spent four years in sales before deciding to go back to school and pursue a Master’s degree in Accounting, which he received from California State University, Sacramento in January 1992.
At this same time Rick found himself managing estates and portfolios for various family members. Over the next seven years, while working in consulting, accounting and financial analysis he discovered that he had good instincts when it came to financial management and planning. He also had discovered by talking to friends and co- workers, that too many people were not properly planning for retirement or their children’s education.
In April of 1998, Rick joined Ostrofe Financial Consultants, Inc. to use his 20 years of experience and education to consult and educate clients in financial planning. He currently holds his series 7, 24, 63, 65 and insurance license. In July of 2005 Rick earned his Certified Financial Planner certification. Rick is also a Financial Consultant with National Planning Corporation, a member of FINRA/SIPC.