Michael Fischer | Financial Advisor
Verified Identity
Important Disclosures
Allow Me to Introduce Myself
Michael is a Senior Principal in the New Jersey office. He is responsible for developing customized asset allocations, implementing comprehensive financial planning and coordinating day-to-day client needs.
Prior to joining Cerity Partners, Michael served as a Director, Wealth Advisor at Round Table Wealth Management, where he had been with the firm since 2011. In this role, he was responsible for delivering comprehensive wealth management services to clients.
In his free time, Michael competes in triathlons and is an Ironman athlete.
More
Specialties and Expertise
8
Cash Flow Analysis
College Planning
Debt Management
High Net Worth Planning
Portfolio Construction
Retirement Income
Tax Minimization Investment Strategies
Wealth Accumulation and Preservation Strategies
Clientele
6
Business Owners
Corporate Executives
Dentists
Doctors
High Net Worth Individuals
Retirees
Credentials and Designations
1
Certified Financial Planner™
Education
2
Rutgers University-NewarkMS in AccountingYear Obtained: 2020
University of Maryland, College ParkB.S. in FinanceYear Obtained: 2010
Quick Facts About Michael
Years of Experience:14 yearsMember since:2025Average Account Size:$4,000,000Number of clients:60
Services Provided
How I help my clientsInvestment Management
Tax Planning
Estate Planning Strategies
Financial Planning
Pricing Models
Flat Fee
AUM
Proof of License
SEC Profile
@ 2025 AdvisorFinder LLC. All rights reserved.Follow Us
