Gregg S. Fisher,  CFP<sup>&reg;</sup> - Financial Advisor

Gregg S. Fisher, CFP®

CFA

Gerstein, Fisher & Associates, Inc.

565 Fifth Ave, 27th Fl
New York, NY 10017
FINANCIAL ADVISOR'S WEBSITE
(212) 968-0707

General

Gregg Fisher is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gerstein, Fisher & Associates, Inc. in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance: AZ, CA, CO, CT, DE, DC, FL, KS, KY, MD, MA, MI, NV, NJ, NY, NC, OR, PA, RI, TX, UT, VA, WI
  • Health/disability insurance: AZ, CA, CO, CT, DE, DC, FL, KS, KY, MD, MA, MI, NV, NJ, NY, NC, OR, PA, RI, TX, UT, VA, WI
  • Fixed annuities: AZ, CA, CO, CT, DE, DC, FL, KS, KY, MD, MA, MI, NV, NJ, NY, NC, OR, PA, RI, TX, UT, VA, WI
  • Variable annuities: AZ, CA, CO, CT, DE, DC, FL, KS, KY, MD, MA, MI, NV, NJ, NY, NC, OR, PA, RI, TX, UT, VA, WI

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Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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