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 2019, 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.
*The Five Star Wealth Manager award, is based on 10 objective criteria: 1) Credentialed as a registered investment advisor or a registered investment adviser representative; 2) Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3) Favorable regulatory and complaint history review (As defined by Five Star Professional); 4) Fulfilled their firm review based on internal standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutional discretionary and/or non-discretionary client assets administered; 9) Number of clients households served; 10) Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list however they may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. For more information, visit: www.FiveStarProfessional.com.
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.
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Kim has extensive experience working with people and client relations. She specializes in office administration, event planning, marketing and customer service.
Developing strong relationships is the foundation of everything she does, both professionally and personally.
Kim is a Danville resident. Outside of work, she enjoys spending time with her husband, friends, family, attending her youngest son’s baseball games and living vicariously through her oldest who is attending Duke University.