PROFESSIONAL PROFILE

Alec Fisher adheres to a disciplined process that delivers a consistent yet customized Wealth Management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Alec is able to help you establish objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of Total Merrill to connect all the pieces of your financial life. Alec will conduct regular reviews with you to help you monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.

It has been said that; throughout one's financial life, the only constant is change. As a Financial Advisor, Alec focuses on continuously furthering his education, allowing him to provide his clients with timely and sound advice. Alec earned the Chartered Retirement Planning Counselor (CRPC®) designation, by passing a rigorous examination proctored by the College for Financial Planning, encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.

Alec grew up in the Bay Area, where he lived his entire life before attending undergraduate studies at the University of California, Davis. Besides receiving his Bachelor of Arts in Economics, Alec also met his now wife while enrolled at Davis. As a permanent resident of Sacramento County, Alec enjoys living at the base of the Sierra Mountains. As an outdoor enthusiast, he enjoys vacationing/camping in Lake Tahoe during the summer and snowboarding and skiing in the winter. One of his proudest moments growing up was receiving the Eagle Scout award and still lives by the motto “Be Prepared”. He is a sports fanatic with a passion for Northern California sports teams.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com