20 years with Trilogy Financial
University of Wisconsin Alumni
Volunteer recognition from Jewish Family Services
Passionate about jazz music, percussion & drumming
Participates in the Jewish Community Center’s Maccabi Games
Will video conference with clients to make it easier
Joseph Fischman has built an entire career on helping people pursue their financial independence. He began his career in 1982 when he joined forces with three colleagues to open an agency that designed and marketed innovative risk management financing methods. Four years later, the group moved to southern California and began marketing these new solutions.
In time, Joe recognized the importance of providing clients with comprehensive planning in both the areas of investment and risk management. Valuing Trilogy’s approach to building long term relationships and assisting clients with financial, estate and tax strategies through the collaboration of strategic partners, he joined the firm in 1999. Since then, he has enjoyed helping his clients through comprehensive education and objective evaluation of their financial needs and goals.
Among his many hobbies, including tennis, golf and skiing, he counts travel and volunteering as his favorites. In addition to being a board member of the University of Wisconsin Alumni Association, a volunteer for the JCC Maccabi Games and a member of the Solomon Society, Joseph was also awarded the Jewish Family Service Volunteer of the Year award in 2002. Joseph holds the Series 6, 7, and 63 registrations through LPL Financial He also holds the Series 65 registration through Trilogy Capital, Inc., as well as the California Life Insurance certification.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.