Beau Fisher, CFP®
Beau Fisher, CFP®
Managing Partner
Beau Fisher is a Managing Partner and co-founder of Fisher & Wiens Wealth Management. Established in 2006, the firm focuses on simplifying the complexities of managing significant wealth for high net worth individuals and families, business owners and corporations.
Beau is a CERTIFIED FINANCIAL PLANNERTM practitioner and is adept in the areas of personal and business financial planning, family estate planning, retirement investments, corporate retirement plans and corporate exit strategies. He advises clients on a full range of sophisticated financial planning issues and specializes in developing innovative and creative strategies to pursue each client's individual goals and objectives.
Beau was named a Five Star Wealth Manager in Diablo Magazine consecutively from 2012 to 2023, by Five Star Professional.* He is also a contributing author for "MX Med-tech Executive Magazine."
Beau married his high school sweetheart, and they have three adult children. An avid sports enthusiast he enjoys basically anything to do with sports, however has a passion for soccer and still plays (even at his old age) and has coached state and nationally ranked high school varsity soccer teams. Beau has a calling and works with many Christian non-profits helping love and care for the less fortunate in our society and believes it is better to give than receive.
Prior to establishing Fisher & Wiens Wealth Management, Beau led research and development projects as an engineer in the medical device industry. He holds multiple medical device patents and enjoyed the industry for nearly a decade. Beau has a Mechanical Engineering degree from U.C. Davis.
Beau Fisher is a registered representative with, and securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Other advisory services offered through Fisher & Wiens Wealth Management, a registered investment advisor with the SEC and separate entity from LPL Financial.
Julie Pamer
Julie Pamer
Julie is an experienced professional with an extensive background in operations, program management, client relations, and financial services. Bringing a director-level perspective to her role, she has a proven track record of providing operational support and organizational processes. Building strong relationships with clients and providing them with high-quality, personalized service is something she is especially passionate about.
Outside of the office, Julie is deeply invested in her community, dedicating her time to volunteering with local organizations such as Growing Health Kids and Loaves and Fishes of Contra Costa. She and her husband John love spending quality time together and keeping up with their two children: a daughter currently in college and a son who recently married and settled in the Sacramento area. They enjoy the beach, pickleball, tennis, and skiing.
Amanda Aguilar
Amanda Aguilar
Amanda is a dedicated financial professional with more than 11 years of experience in the financial services industry. She is committed to helping clients make informed decisions and achieve their financial goals through personalized guidance and trusted service. Amanda lives in Iowa with her husband of 25 years, and together they have five children. Her strong family values, work ethic, and passion for helping others are reflected in both her personal and professional life.