Ozzie I. Fishman, CFP®, CRPS®
First Vice President - Wealth Management
Senior Retirement Plan Consultant
CERTIFIED FINANCIAL PLANNER
Chartered Retirement Plans Specialist (CRPS®)
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