Erik Fischer

Vice President

Erik began his career in Management Consulting by helping Fortune 500 companies solve large and complex financial and operational issues to improve their top line or save to their bottom line. In 2015, Erik took that skill set into private practice, and has since helped hundreds of individuals do the very same thing. Beginning with the end in mind, Erik helps his clients reach their goals both by planning for immediate results as well as implementing more advanced, long term strategies for complex areas like retirement planning and estate planning.

Erik currently serves as Vice President of Mezrah Financial and works for his clients as a fiduciary, Certified Financial Planner™ professional. Thorough and innovative, Erik produces measurable results through a unique retirement income planning process, with the goal in mind to increase annual retirement income, develop tax strategies, along with risk management, and increased control over your financial plan. Erik's communication skills, grasp of economic strategy, use of the latest technology, and desire to serve has brought him a diverse and successful clientele across many different states.

Erik is also a volunteer and board member for many non-profit organizations throughout the country including A Kid’s Place, the Round of a Lifetime Foundation, the Florida Holocaust Museum, and Berkeley Preparatory School. Erik is thankful for the opportunity to bring his specific skill set and financial acumen to organizations that make society a better place.

Erik grew up in Tampa and graduated from the University of Maryland with a degree in business. After living in Washington DC and New York City, Erik resides in Florida with his wife Melanie and daughter Shayla.

Disclaimer
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Mezrah Financial is independantly owned and operated. Mezrah Financial is a member of M Financial Group. Please go to mfin.com for further details regarding this relationship. Mezrah Financial and their agents Lee Mezrah and Leon Mezrah are presently licensed to sell traditional life insurance in the states of CT, FL, GA, IL, NJ, NY, OH, PA, TX, UT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service. Mezrah Financial and their Registered Representatives Lee Mezrah* is currently licensed to sell variable life and annuity products, as well as other securities products, in the states of CA (#OJ13269, CT, FL, GA, IL, MD, MO, NJ, NV, NY, and OH. Residents of other states should consult with a local Registered Representative for securities products.

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