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Retirement Income Certified Professional · Federal Retirement Consultant
Virtual
In-Person
Specialties
My name is Jim Fish and I LOVE creating real retirement income solutions for Private & Public sector employees.
I also work with business owners and entrepreneurs in the pre-retirement and retirement phases of their lives. I know that employee benefits can be challenging to use properly. That's why I'm passionate in designing customized financial plans Feds and others must have if they want to thrive in uncertain, volatile times. Aside from reading and keeping up with all things related to finances, in my free time I enjoys spending time with my wife and children. I also enjoys traveling, barbequing, trying out different bourbons, and watching the Dodgers at Chavez Ravine.
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Always free for clients.
Retirement Income Certified Professional, Federal Retirement Consultant
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
The information provided herein is the exclusive property of Pier Financial Group. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. © 2020. Pier Financial Group. "This website is a publication of Pier Financial Group. Advisory services are offered through Aegis Wealth Management, Inc. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Jim Fish, Aegis Wealth Management, and Pier Financial Group are not affiliated with or endorsed by the federal government or FINRA."