Financial Gravity Enhances Team with Experienced Family Office Directors
TL;DR
Lauren and Dave's expertise enhances Financial Gravity's services, giving clients access to comprehensive wealth management strategies for competitive advantage.
As Family Office Directors, Lauren and David prescribe advanced tax solutions and ensure partners execute them with fidelity, leveraging Financial Gravity's expertise.
Lauren and Dave's dedication to client success through Financial Gravity brings democratized family office services to more families, promoting financial integration and efficiency.
Lauren and Dave's journey from finance to Family Office Directors at Financial Gravity showcases their passion for helping clients achieve financial goals through innovative solutions.
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Financial Gravity Companies, Inc. (OTC: FGCO) has announced the addition of Lauren Fischer and David Fischer as new Family Office Directors, marking a significant step in the company's mission to democratize family office services. Both bring a wealth of experience and a shared commitment to excellence in financial planning and client service.
Lauren Fischer, with over a decade in finance, has a robust background in investing and financial planning, including roles at SALI Fund Services and Artemis Capital Management, where she earned the Chartered Alternative Investment Analyst℠ certification. Her journey reflects a deep passion for helping clients achieve their financial goals, a trait she shares with David Fischer. David, also a CERTIFIED FINANCIAL PLANNER™, has dedicated his career to providing holistic, client-first financial planning solutions.
As co-founders of Team Fischer Financial, Lauren and David have demonstrated their commitment to integrating multiple financial disciplines to serve their clients better. Their roles at Financial Gravity will involve prescribing advanced tax solutions and ensuring the fidelity of these solutions to their clients' plans. They will leverage Financial Gravity's expertise to deliver lower costs, higher tax efficiency, and more transparent risk management.
Lauren Fischer expressed enthusiasm about the partnership, highlighting the alignment between her team's vision and Financial Gravity's approach to comprehensive financial advice. David Fischer echoed this sentiment, emphasizing the opportunity to expand their service and expertise through Financial Gravity's multi-family office model.
Financial Gravity CEO Scott Winters welcomed the Fischers, noting their expertise and dedication as key to the company's vision of providing conflict-free, comprehensive solutions to clients. This collaboration aims to extend holistic wealth management strategies to more families, ensuring financial integration and efficiency previously reserved for the ultra-wealthy.
For more information about Financial Gravity Companies, Inc., please visit https://financialgravity.com.
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