"One of my main goals has always been to make a positive impact in people’s lives. Finding a way for meaningful work and meaningful impact to co-exist is really special, and I’ve found that here at Mission Wealth. It’s inspiring to be part of a firm where the collective mission is a dedicated pursuit of improving the lives of others."
As a Wealth Advisor Associate at Mission Wealth, Jeff Fisher supports his team in delivering comprehensive financial planning services to clients in the Chicago area. He is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through his attention to detail and strong analytical skills, Jeff helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.
Learn About Jeff Fisher
Professional Background
Jeff Fisher began his career at Goldman Sachs as a Private Wealth Management Analyst. In this role, he supported advisers and wealth management professionals in maintaining and growing their books of business while assisting clients in pursuing their financial goals and objectives. During his time there, he gained valuable experience in financial planning, portfolio analysis, global markets, and more.
Jeff earned a Bachelor of Science in Finance from Indiana University and is currently pursuing various licenses and professional certifications.
Personal Pursuits
Jeff is from the suburbs of Chicago, where he enjoys spending time with friends, family, and his 9-year-old Pitbull, Luna. He loves to travel and has extended family in both Canada and Mexico. Outside of work, his hobbies include sailing, hiking, running, reading, and cheering on the Cubs.
Community Impact
Growing up, Jeff was involved with Royal Family KIDS Camp, a nonprofit organization dedicated to creating life-changing experiences for underprivileged youth through a weeklong overnight summer camp.
In college, Jeff volunteered with the Indiana University Dance Marathon, where he participated in the 36-hour marathon to raise funds for Riley Children’s Hospital in Indianapolis.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.