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Phil Fish’s Bio

Phil FishCERTIFIED FINANCIAL PLANNER™ & Vice President
email: [email protected]
Phone: 800-399-5919 ext. 3607 or 301-785-4112

It is my mission to assist my clients with Transition Planning: the combination of financial, retirement, and estate planning strategies to help prepare them, their family and their decision makers for the three major transitions in their life – Retirement, Incapacity, and Death.

Areas of SpecialtyBackground & CredentialsCommunity Involvement

  • Transition Planning
  • Intergenerational Wealth Transfers
  • Estate Planning
  • Risk Management
  • Professional Asset Management
  • Financial professional since 1988 – investment, insurance and trust services.
  • Bachelor of Arts in Economics from St. Mary’s College of Southern Maryland.
  • Obtained CFP® designation in 2000
  • Supports American Cancer Society Relay for Life
  • Speaks publicly throughout the area on various financial topics