I work with clients across the U.S. Outside of work, I enjoy family time, coaching youth hockey, and being outdoors. I’m Derek Fisher, CFP®, CEPA®, AAMS™, and I help retirees and business owners simplify their financial lives and make confident decisions around retirement, investments, and taxes with partnership of their tax and legal professionals. As a CERTIFIED FINANCIAL PLANNER® professional w
ith 20+ years in financial services, my style is straightforward and personal. I take the time to understand what matters most to you, then build a plan and investment strategy that fits your goals, timeline, and comfort with risk. Clients appreciate clear guidance, proactive follow through, and a steady hand when markets or life get noisy. In addition to working with clients, I help advisors across our region implement financial planning and strengthen their planning skills. That work keeps me sharp, current, and focused on what actually works in real client lives. Together with my branch administrator, Jill Gregerson, I provide thoughtful service backed by the full resources of Edward Jones. Outside the office, I enjoy time with family, coaching youth hockey, staying active outdoors, travel, sports, and exploring new foods. If you want clarity and a plan you can feel good about, I’d be glad to connect. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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