Justin Fisher works closely with business owners, high net worth individuals and their families in prioritizing their unique goals and customizing integrated wealth management strategies. As a senior financial advisor with Moss Adams Wealth Advisors he takes a holistic approach to developing thoughtful, targeted financial plans and offering investment management expertise for his clients with complex needs.
Justin also specializes in providing services for businesses such as corporate fixed income portfolio management and retirement plan consulting.
COMMUNITY AND PROFESSIONAL ACCOMPLISHMENTS
- Board of Directors, Tacoma Symphony Orchestra
- Member, Tacoma CFO Forum
- Member, Association of Graduates, United States Air Force Academy
- Logistics Officer, rank Captain, United States Air Force, 2002-2006 active duty
PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS
- CFP® practitioner, CERTIFIED FINANCIAL PLANNER TM
- AIFA®, Accredited Investment Fiduciary Analyst
- FINRA/NASAA Series 7, 63 and 65 licensed
- Life Insurance licensed
EDUCATION
- Bachelor of Science, Business Management, United States Air Force Academy
- Master of Business Administration, Portfolio Theory & Financial Analysis, University of Washington, Tacoma