Advisor profile


My approach

Ky L Fiser - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Ky L Fiser - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Insurance
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Tax Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BBA, Finance, University of North Texas, Denton, Texas

Interests

Charity Work and Organizations

Community Outreach

Mission Work

Philanthropy

International Travel

Indoor Cycling

Vinyasa Yoga Practice

Community participation

  • DFW Black Tie Dinner Board (past)
  • North Texas LGBT Chamber of Commerce
  • DFW Federal Club Council Planning Committee
  • Resource Center Dallas
  • Equality Texas Foundation
  • Lambda Legal Liberty Circle