Brad Fisher (CFP®, MBA, RICP®)
Brad Fisher focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Charitable Giving
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Brad Fisher joined Accredited Wealth Management as a Senior Financial Planner in 2019. Brad offers extensive knowledge in all aspects of financial planning including investment management, retirement planning and risk management. With his prior work experience in banking, insurance, and at a national brokerage firm, Brad's strength lays in tying these broad but interrelated concepts together to form a cohesive plan for clients at any stage of life.
Brad received his bachelor's degree in political science from Vanderbilt University, an MBA with a finance concentration from Wake Forest University, and a Graduate Certificate in Personal Financial Planning from Georgia State University. He received hs Certified Financial Planner designation in 2003 and his Retirement Income Certified Professional (RICP) designation in 2014. Brad has taught financial planning courses at Emory University in Atlanta and Bellarmine University in Louisville. Additionally, he has been an instructor for the Investment Planning module offered by Kaplan Continuing Education to industry professionals in order for them to sit for their CFP certification.
Born and raised in Louisville, Brad returned home from Atlanta, GA in 2005 to be closer to family. Outside of work, he enjoys spending time with his family, watching college athletics, playing tennis, and coaching his children's sports teams. Brad is married to Jennifer, and they have two boys.
NAPFA Start Date
January 02, 2020