Organize. Prioritize. Realize.

McCollam, McCollam & Fischer Bryan McCollam, Adam Fischer, Karen Spencer, Jennifer Y. Puente, Lisa M. Harrington

McCollam, McCollam & Fischer






750 University Avenue
Suite 250
Los Gatos, CA 95032

The financial resource you need today

At McCollam, McCollam & Fischer, our mission is clear—to provide you with the one financial resource you need today to anticipate your challenges, protect your interests and move confidently forward. Our clients lead busy, demanding lives juggling multiple personal and business priorities. With our team at the helm, you can trust that we have the expertise and commitment to take care of you, organize your financial world and help you comfortably focus on other important areas of your life.

Building your customized financial plan

Because we believe planning is the first step toward achieving what matters most to you, we’ll talk a lot about family, priorities and your personal definition of financial security. This information helps us design a roadmap to pursue your goals across each area of your financial life. Your plan can turn overwhelming issues into manageable objectives.

Delivering what our clients need most today

From retirement income and multigenerational wealth transfer to business succession and healthcare planning, we’ll share our best thinking and the full resources of UBS to address your unique needs.

Guiding you forward with the service you deserve

We’re a multigenerational team—each of us brings our own insight and financial observations to our profession. When it comes to our relationships, we believe this diverse perspective is a true benefit to our clients of any age.

Bryan McCollam has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019, 2020

Adam Fischer has been recognized as an industry leader

  • Forbes America's Top Next Generation Wealth Advisors, 2018
  • Forbes Next-Gen Best-In-State Wealth Advisors, 2019


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