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 in 2012 and 2013, by Five Star Professional.* He is also a contributing author for "MX Med-tech Executive Magazine."
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 married his high school sweetheart and has three growing children. An avid sports enthusiast, he plays and coaches soccer and baseball.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 or 2013 Five Star Wealth Managers.
Five Star Professional conducts market-specific research throughout the U.S. and Canada to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, visit: www.FiveStarProfessional.com.
Catherine Bassard joined the Fisher and Wiens team in 2007. She brought with her a wealth of experience from working for 15 years as the Business Manager of a skilled nursing facility. She is a detailed person who cares for people and always opens her heart and home to family and friends.
Erin is a Bay Area native who joined the team in November of 2016. She has a Bachelor’s degree in Business Administration with a concentration in Marketing from San Francisco State University. Prior to joining the team, she worked as a Social Media Marketer for business-to-business companies.
Erin is excited to be a part of the Fisher and Wiens family and diving into the finance industry. She also brings with her a passionate creative eye and desire to capture what makes each person unique.