Steve Fisher CLU®, ChFC®, CFP®, RICP®

Steve is a Philadelphia, PA native who attended the University of Richmond and graduated in 1987 with a BS in Business Administration. After graduation, Steve joined the firm as a Financial Advisor and recently became a partner.

Steve specializes in Tax Strategies*, Estate and Needs Analysis, Business Life Insurance, Pension/Profit Plans, Investment Advice and Strategies, 401(k) planning, Individual Retirement Accounts (IRAs), Individual Disability Income Programs, and Salary Continuation Plans. He has obtained the designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and the CERTIFIED FINANCIAL PLANNER™ practitioner designation. Professionally, Steve is a member of the Richmond chapter of the National Association of Financial Advisors (NAIFA).

Steve and his wife, Lisa, have two boys. He is a member of Hermitage Country Club, Reveille United Methodist Church, and serves on the board of Hitting Cancer Below the Belt (HCB2). He has been seen attempting to play golf, coaching his boys on the soccer field, and watching Richmond Spider sports.

Steve is a Registered Representative with Cetera Wealth Services, LLC. and Investment Advisor Representative with Cetera Investment Advisers LLC.

*This should not be considered as tax advice. Consult a qualified tax professional regarding your individual situation.

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.