Tom is an Investment Advisor Representative of SagePoint Financial and has been working in the financial industry for almost 35 years. Aside from an undergraduate degree in finance from University of Massachusetts at Lowell and an MBA in Finance from Babson College, Tom has earned the prestigious certification of Certified Financial Planner professional and is a member of *Ed Slott’s Master Elite IRA Advisor Group.
Tom specializes in creating innovative tax and investment strategies to help his clients live comfortably during their retirement years. This may include significant tax reduction on retirement plans, leaving more money available for his client’s enjoyment, or it could include income optimization strategies.
Mr. Fisher is a long-time resident of the area and currently lives in Charlestown with his wife, Elle. He is also a proud grandfather to four grandchildren. He is active in the local community and has been a member of the Walpole Lions Club for 28 years.
*Ed Slott's Elite IRA Advisor Group," is solely an indication that the financial advisor has attended training provided by Ed Slott and Company. Ed Slott is not affiliated with SagePoint Financial, Inc .