Thomas D. Fisher CFP
Tom has been working in the financial industry for over 40 years. Aside from an undergraduate degree in finance from University of Massachusetts at Lowell and an MBA in Finance from Babson College, Tom has earned the prestigious certification of Certified Financial Planner professional and is a member of Ed Slott’s Master Elite IRA Advisor Group.
Tom specializes in creating innovative tax and investment solutions to help his clients live comfortably during their retirement years. This may include significant tax reduction on retirement plans, leaving more money available for his client’s enjoyment, or it could include income optimization strategies.
Tom and his wife, Elle, live in Plymouth. He is an avid hiker and spends a lot of time playing the role of proud grandfather to four grandchildren. He is active in the local community and has been a member of the Walpole Lions Club for over 30 years. Tom is everyone's favorite person to work with and possibly the most pleasant person on our team.