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John R. Fisher, CFP®, CPA

John R. Fisher, CPA, CFP®

752 ROUTE 739
LORDS VALLEY, PA 18428

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Banking
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Bankruptcy
  • Business Taxes
  • Disaster Recovery
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Government & Military
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Starting a Family
  • Tangible Assets
  • Long-term Care
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

About My Practice

Visit our webiste at www.johnfishercpa.com

 

Experience

Established in 1986 . We celebrated 25 years in business in 2011.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63
Insurance Licenses
Life insurance, Health/disability insurance, Property/casualty, Fixed annuities, Variable annuities
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - MASTERS DEGREE IN FINANCIAL PLANNING
Broker-Dealer Affiliation
CETERA

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.