Benefit from our insights Advice made stronger with the right partner

Ozzie I. Fishman, CFP®, CRPS®

Senior Wealth Strategy Associate
Senior Retirement Plan Consultant
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Plans Specialist (CRPS®)

Visit Promus Wealth Management Group

phone

614-793-3190



Connect with me on LinkedIn


address

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240



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



Insights

UBS Financial Wellness Center

UBS Financial Wellness Center

UBS Retirement Plan Consulting Services

UBS Retirement Plan Consulting Services