Michael Fischer

Westfield, NJ

Verified Identity

Senior Principal at

Cerity Partners

Years of Experience

14 years

Number of Clients

Average Client Size

$4,000,000

Member Since

2025

Allow Me to Introduce Myself

Michael is a Senior Principal in the New Jersey office. He is responsible for developing customized asset allocations, implementing comprehensive financial planning and coordinating day-to-day client needs. Prior to joining Cerity Partners, Michael served as a Director, Wealth Advisor at Round Ta...

Clientele

Business Owners

Corporate Executives

Dentists

Doctors

High Net Worth Individuals

Retirees

Michael works with High Net Worth individuals and business delivering comprehensive financial planning, estate and tax planning, and coordinating day to day client needs.

Services Provided

Investment Management

Tax Planning

Estate Planning Strategies

Financial Planning

Specialties and Expertise

Cash Flow Analysis

College Planning

Debt Management

High Net Worth Planning

Portfolio Construction

Retirement Income

Tax Minimization Inv...

Wealth Accumulation ...

Credentials and Designations

CFP®

Certified Financial Planner™

Click to learn more

Pricing Models

Flat FeeAUM

Education

Rutgers University-Newark

MS in Accounting

Obtained in 2020

University of Maryland, College Park

B.S. in Finance

Obtained in 2010

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

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