Frederick  A. Fisher, MS, CFP
Ostrofe Financial Consultants, Inc.

Tel: (530) 273-4425
565 Brunswick Road #15
Grass Valley, CA 95945

Value Beyond Investments

Ostrofe Financial Consultants, Inc. | Financial Advisor in Grass Valley ,CA

About Ostrofe Financial Consultants, Inc.

Ostrofe Financial Consultants, Inc.was founded with the goal of assisting our clients in every aspect of their financial lives. We?ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

18 Years of Experience


  • CRD# 3075274
  • Insurance License# 0C90003
  • Series: 7, 24, 51, 63, 65
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General Information

Firm Start Year:   1984
No.of Employees:   10-19
Insurance License#:   0C90003
Name of Broker/Dealer:   National Planning Corporation
Name of Custodial Firm:   Pershing LLC
Number of Years with Current Firm:   15
I work with the following types of clients:   Individual Investors , Businesses


Services

Investment Types:   Annuities , Insurance , Stocks , Alternative Investments , Exchange Traded Funds (ETFs) , Mutual Funds , Bonds
I can meet clients in the following ways:   At my office , At your office , Via phone , At your home


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity , Disability , Long Term Care , Variable Life , Life , Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Nevada City 49er Breakfast Rotary


Firm Information

Assets Managed by Advisor:   $17 Million


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Commissions , Based on Assets , Hourly
Additional Details on Charges:   Commissions and fees received offset hourly billable time.


Education

MS - Accounting   CSU Sacramento  - Sacramento, CA

BA - Business Administration  University of San Diego  - San Diego, CA



Faqs

  • Do you have a customer satisfaction or refund policy? No
  • What are your qualifications? What is your education background? I am a fully licenced CFP certificant with over 20 yrs of investing experience. I have a BA in Business Administration and a MS in Accounting
  • What is your approach to financial planning? We gather all needed information by our Confidential Financial Questionnaire to analyze financial positions and uncover strengths to grow on and weaknesses to overcome. Then we personally interview prospects to find out their goals, fears and risk tolerance, to come up with an overall financial plan.
  • What services do you offer? Portfolio management, retirement planning, rollovers, insurance planning, educational planning, general financial advise and counseling.
  • How many clients do you currently manage? 54
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Frederick  A. Fisher, MS, CFP

Frederick  A. Fisher, MS, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

My Services


Financial Planning for Individuals

Provide fee based financial planning services for households with investable assets of $100k or more. Offering advise on all aspects of your financial life. From retirement planning and portfolio management to advise on buying or leasing a car or refinancing a home.


Insurance Planning

Provide needs analysis, education, case design and placement of Life, Long Term Care and Disability Insurance


Education Funding & Planning

Provide Custodial Accounts, 529 plans and education IRA's


Communities Served

Newcastle Cool
Penryn Dobbins
Downieville Soda Springs
Grass Valley Lincoln
Camptonville Nevada City
Oregon House Browns Valley
Gold Run Dutch Flat
Colfax Foresthill
Emigrant Gap Weimar
Marysville Auburn
Beale Afb Applegate
Washington Rough And Ready
Smartsvill

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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