Kent J. Fisher,  CFP<sup>&reg;</sup> - Financial Advisor

Kent J. Fisher, CFP®

CFA,

Founder, Private Wealth Manager

Southern Investment Management Collective (SIMC)

PO Box 203
Chapel Hill, NC 27514-0203
FINANCIAL ADVISOR'S WEBSITE
(919) 525-1711

General

Kent Fisher is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Southern Investment Management Collective (SIMC) in Chapel Hill, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63

Designations & Certifications

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

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Life Planning, Retirement, Sudden Wealth

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Helpful Financial Planning Resources