OUR FIRM

Our Team

Willy Fisher, CFP®
Willy Fisher, CFP®
Partner

 

Willy Fisher graduated from Appalachian State University and began his investment career with The Hartford in 2002 working as a Regional Wholesaler in their retirement income and retirement plans division. In 2006, Willy joined Lincoln Financial and worked with their estate planning and long-term care division where he earned top honors in 2007 for the eastern United States. After 7 years on the road, meeting with thousands of retirees and working with top financial advisors, Willy was given the opportunity to join Fisher Wealth Management.

 

Willy is a CERTIFIED FINANCIAL PLANNER™ practitioner, meeting the highest requirements in the industry in terms of ethics, education, experience, and exam. Mr. Fisher is Series 7, 63, and 66 registered with LPL Financial in addition to being licensed for Life Insurance and Long-Term Care insurance. He specializes in comprehensive retirement planning for his clients ensuring they have a properly designed estate plan, insurance plan, and investment plan that work well together.

 

Having grown up in Burlington, NC, Willy and his wife Jill are thrilled to call North Carolina home along with their three daughters.

 

They are both very active with the local ministries of First Presbyterian Church. Additionally, Willy serves as President of the Alamance Chapter of Business Networking International, and is Vice-President of Studio 1, a local performing arts center for youth and adults. He enjoys music, the outdoors, college sports and spending time with his wife and kids.

 
Ranked by Barron’s as one of America's Top Financial Advisors since 2012
 

2012 and 2013 Barron's America's Top 1000 Financial Advisors and 2014, 2015, and 2016 America's Top 1,200 Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work

Get resources at the client center

Click here to access the client center