Kenneth Fischer

Kenneth Fischer

Chief Technology Officer
Philadelphia, Pennsylvania, United States

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Work Experience

Realta Wealth

Chief Technology Officer

2021-01-01 - Present

Fischer Consulting

Owner / Consultant

2015-01-01 - Present

CoastalOne

Accounting Department

2017-01-01 - 2021-01-01

Skills

independent brokerdealer brokerdealer ibd investment management investment advisory wealth management multigenerational wealth strategies estate planning insurance planning business planning tax planning college planning business sucession protection planning portfolio management asset management risk advisory risk management registered investment advisor ria financial services

Languages

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