Jason Fisher, AIF®
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Phone: 248-269-8366
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Jason joined StraightLine in September 2004 as a financial advisor and planner. Prior to StraightLine, he gained wide experience in the mortgage and debt industry that allowed him to work closely with over 100 accredited financial planners to build comprehensive mortgage and debt strategies for their clients – acquiring knowledge that is still very much part of his specialties today.
Jason works extensively with individuals, families, and organizations in the areas of financial wellness, investment management, and retirement readiness. He has earned the Accredited Investment Fiduciary™ professional designation (AIF®) by the Center for Fiduciary Studies which is associated with the University of Pittsburgh’s Center for Executive Education. Jason is a graduate of the University of Toledo.
In his spare time, he volunteers as the lighting director for a competitive show choir and as the association president for his neighborhood.
Jason works extensively with individuals, families, and organizations in the areas of financial wellness, investment management, and retirement readiness. He has earned the Accredited Investment Fiduciary™ professional designation (AIF®) by the Center for Fiduciary Studies which is associated with the University of Pittsburgh’s Center for Executive Education. Jason is a graduate of the University of Toledo.
In his spare time, he volunteers as the lighting director for a competitive show choir and as the association president for his neighborhood.
Jason and his wife Amy began adopting senior rescue dogs with the intent of making their golden years the best they can be. They also spend time “reliving their youth” attending rock concerts.
PROFESSIONAL DESIGNATION:
Fi360, a Broadridge Retirement and Workplace, Inc. owned company, licenses the designation marks Accredited Investment Fiduciary® and AIF® in the United States. Attainment of the AIF® Designation demonstrates initial and ongoing understanding of the Prudent Practices® and methodology. Designation requirements include training, exam, experience, ethics and standards components-- more information is available at Professional Designations.
Fi360, a Broadridge Retirement and Workplace, Inc. owned company, licenses the designation marks Accredited Investment Fiduciary® and AIF® in the United States. Attainment of the AIF® Designation demonstrates initial and ongoing understanding of the Prudent Practices® and methodology. Designation requirements include training, exam, experience, ethics and standards components-- more information is available at Professional Designations.
