Jeff Fisher
Based in Lisle, Jeff supports advisory teams by analyzing client information, preparing financial plans, and assisting with reporting and implementation.
Ways to Connect
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.
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.
Professional Background
Jeff Fisher began his career at Goldman Sachs as a Private Wealth Management Summer 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, holds a Series 65 license, and is currently pursuing various licenses and professional certifications.
Personal Pursuits
Jeff was born and raised in Chicago, where he enjoys spending time with friends, family, and his Pitbull, Luna. He loves to travel and has extended family in both Canada and Mexico. Outside of work, his hobbies include golfing, running, cooking, and cheering on the Cubs at Wrigley Field.
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.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor