Benefit from our insights Advice made stronger with the right partner

Ozzie I. Fishman, CFP®, CRPS®

First Vice President - Wealth Management
Senior Retirement Plan Consultant
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)

phone

614-793-3190



phone

855-421-5678







address

6055 Tain Drive
Dublin, OH 43017



With today's retirement plan landscape marked by ongoing change, it all adds up to a greater focus on fiduciary responsibility and new management challenges for plan sponsors.

I take a collaborative approach to helping you address these challenges. And, working together, I can chart a path to help you manage plan complexity. I am on the front lines of the new retirement, and I stand ready to help you and your participants meet the challenges of today's world.


Ozzie Fishman has been recognized as an industry leader

  • Financial Times Top 401 Retirement Plan Advisors, 2016, 2017



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