In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

David M Fishman

David M Fishman

Financial Advisor

Vice President
Visit David M Fishman's website

Team

Keith Kiertzner

Keith Kiertzner

Client Service Associate

Qualifications

  • Series 7
  • Series 66
  • CA Life & Health Insurance #0L15320
  • California Notary Public
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