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Mr. Ted Fischer Edit

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Index Funds Advisors , Inc.
Irvine, CA

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This profile was automatically generated using 3 references found on the Internet. This information has been verified by Ted Fischer. Learn more...

Employment History

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Board Membership and Affiliations

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Education

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 Web References

  1. 1. Index Funds Advisors - Investing Made Simple - www.ifa.com
    www.ifa.com/aboutus - [Cached]

    Published on: 7/1/2008   Last Visited: 7/1/2008

    We currently have 14 investment advisors; Mark Hebner, Gordon Shuler, Dave Mertz, Brendan Connelly, Denise Delaney, Becky Vasquez, Brad von Grote, David Porter, Dan Solin, Ted Fischer, Ben Brinkerhoff, Matt Cooper, Brent DeVore, and Venkat Yarlagadda.
    ...
    Ted Fischer

    Investment Advisor Representative

    Ted Fischer manages IFA's Westlake Village, California office.With more than 17 years of experience, Ted advises clients regarding risk-appropriate investments for long-term wealth management.Prior to joining IFA, Ted assisted private clients in the formation of financial strategies to maximize their investments.Additionally, he served as a Senior Investment Consultant and a Life/Health agent for both Charles Schwab and Wells Fargo Securities.

    Ted has particular expertise in retirement planning, estate planning and investment analysis.He is devoted to learning the unique needs of each client and providing them with an individualized investment plan to achieve their personal goals.

    Ted graduated from San Diego State University with a Bachelor of Science in Marketing, with a minor in Finance.Ted is an Investment Advisor Representative with a Series 65 license.

    Ted is an avid sports enthusiast who enjoys mountain biking, snow skiing, coaching soccer, and spending time with his family.He lives in Newbury Park with his wife and two daughters.
  2. 2. Churchill Management Group
    www.churchillmanagement.com/Of - [Cached]

    Published on: 4/5/2007   Last Visited: 4/5/2007

    Ted J. FischerChurchill Management Group
    ...
    Ted J. FischerVice President

    Mr. Fischer joined Churchill Management Group's Team in 1998.As Vice President, Mr. Fischer's responsibilities include business development and client relations.Prior to joining Churchill Management Group, he served as a Senior Investment Consultant and a Life/Health agent for both Charles Schwab and Wells Fargo Securities, providing retirement planning, estate planning, and investment analysis.

    Mr. Fischer graduated from San Diego State University with a Bachelor of Science Degree in Marketing and a Minor in Finance.
  3. 3. Index Funds Advisors - Investing Made Simple - www.ifa.com
    www.ifa.com/aboutus/index.asp - [Cached]

    Published on: 1/29/2008   Last Visited: 6/6/2008

    We currently have 16 investment advisors; Mark Hebner, Gordon Shuler, Dave Mertz, Brendan Connelly, Denise Delaney, Becky Vasquez, Brad von Grote, David Porter, Dan Solin, and Ted Fischer, Ben Brinkerhoff, Mary Brunson, Matt Cooper, Brent DeVore, Ted Fitzpatrick and Venkat Yarlagadda.
    ...
    Ted Fischer

    Investment Advisor Representative

    Ted Fischer manages IFA's Westlake Village, California office.With more than 17 years of experience, Ted advises clients regarding risk-appropriate investments for long-term wealth management.Prior to joining IFA, Ted assisted private clients in the formation of financial strategies to maximize their investments.Additionally, he served as a Senior Investment Consultant and a Life/Health agent for both Charles Schwab and Wells Fargo Securities.

    Ted has particular expertise in retirement planning, estate planning and investment analysis.He is devoted to learning the unique needs of each client and providing them with an individualized investment plan to achieve their personal goals.

    Ted graduated from San Diego State University with a Bachelor of Science in Marketing, with a minor in Finance.Ted is an Investment Advisor Representative with a Series 65 license.

    Ted is an avid sports enthusiast who enjoys mountain biking, snow skiing, coaching soccer, and spending time with his family.He lives in Newbury Park with his wife and two daughters.

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