We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
ADVISORY TEAM MEMBER
Michael B. Fischer is a Director, Wealth Advisor at Round Table Wealth Management and has been with the firm since 2011. He is responsible for developing customized asset allocations, comprehensive financial planning, as well as coordinating day-to-day client needs.
Michael is a graduate of the University of Maryland at College Park with a Dual B.S. in Finance and Operations Management and holds a Masters of Accountancy in Taxation from Rutgers University. He is also a CERTIFIED FINANCIAL PLANNER™ professional and named a winner of the Five Star Wealth Manager Award for 2022, which recognizes wealth managers who consistently provide quality service and financial planning to their clients.
In his free time, Michael competes in triathlons and is an Ironman.
CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP® professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.
A Master of Science in Taxation (MST) is a highly specialized form of a graduate accounting degree that strives to build a solid core of knowledge in the complexities of tax law.