Frederick  A. Fisher, MS, CFP

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

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



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

Check