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."
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 Mercer
Kim Mercer
Client Services Associate
Kim is a seasoned professional with an extensive background in office management, operations, event planning, marketing, and client services. Building relationships with clients and providing high-quality service to them is her passion. This commitment extends to both her professional and personal life.
Beyond work, Kim treasures time spent with her husband, friends, and family. She is a dedicated and proud parent of two boys, the youngest attending Clemson University in South Carolina and the oldest attending Albert Einstein Medical School in the Bronx of New York City.