Karl D. Fisher,CFP, ChFC, MBA

Karl D. Fisher,CFP, ChFC, MBA

Retirement Planning Specialist

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Phone: 970-494-7980
Fax: 970-494-7979

Karl is a Certified Financial Planner™ professional1, with a Wharton Certificate in Retirement Planning and a Chartered Financial Consultant. Karl’s business is focused on helping families and business owners accumulate, manage and plan for the distribution of their wealth in the most tax efficient manner possible. Karl’s unique financial planning approach provides individuals and businesses with the leadership, relationship and creativity that they need in order to reach their financial goals. Mr. Fisher specializes in retirement and investment planning and routinely conducts and participates in seminars in these areas. Karl has been recognized for his accomplishments in financial planning and is a member of AXA Advisors’ elite Paramount Planning Group.

California Insurance License #: 0G93495

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Oak Financial Partners, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.