Karl D. Fisher,CFP, ChFC, MBA

Karl D. Fisher,CFP, ChFC, MBA


Retirement Planning Specialist

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 Equitable Advisors’ elite Paramount Planning Group.

California Insurance License #: 0G93495

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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 Equitable Advisors, LLC or its affiliates.

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