We create our retirement plans with

OUR CLIENTS IN MIND

OUR COMPANY

Fischer Investment Strategies retirement services (FISRS.com) is a dedicated website that specifically serves small businesses interested in starting a new company retirement plan, or needing to benchmark an existing company retirement plan.

Ted Fischer is a NAPFA Registered Fee-Only Financial Advisor.

The National Association of Personal Financial Advisors (NAPFA) is the leading professional organization of fee-only advisors that are Certified Financial Planners. NAPFA is distinguished both by the competence of its advisors and their method of compensation.
At FIS, we do not accept any fees or compensation based on product sales (commissions) or revenue sharing (kickbacks – typically from mutual funds with high expense ratios). Our retirement plan advisory fee is completely transparent and based on a flat rate or a percentage of investments under management.

OUR SUPER TEAM

We have the best professionals
for your needs

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TED FISCHER
CFP®, AIF®, QPFC®
Ted Fischer is a “Fee-Only” Certified Financial Planner® & Fiduciary, the founder of Fischer Investment Strategies.
Drawing from more than 25 years of experience in the financial services industry, Ted provides fundamentally sound investing principles and strategic vision for both private clients and institutions.  He has particular expertise in retirement planning, investment analysis, tax planning, estate planning, and insurance.
In 2011, Ted started Fischer Investment Strategies to provide a higher level of service with a more personal and “hands on” approach versus the “one size fits all” big institutional service model. Previously, Ted started his career working as a Market Analyst for Philips International in the Netherlands. After that he worked as an Investment Specialist at Charles Schwab, Vice President at Churchill Management Group, and Vice President at Index Funds Advisors, Inc.
Ted has an extensive academic background.  He received his Certified Financial Planning (CFP®) designation from UCLA in 2011. He became a Qualified Plan Financial Consultant (QPFC®) and an Accredited Investment Fiduciary (AIF®).  Ted has a Bachelor of Science in Marketing, with a minor in Finance, from San Diego State University.
His passion has always helping his clients become financially successful.  When Ted is not meeting with his clients throughout the country, he enjoys spending time with family and traveling.  His hobbies include surfing, cycling, snow skiing, hiking, and scuba diving.
Handsome businessman standing confidently with crossed arms. Square shot. Isolated on white.
DEAN JULIAN
Investment Advisor Representative
Dean Julian is an Investment Advisor Representative with an interesting career path.  Dean studied Graphic Design and Business at the University of Wisconsin-Oshkosh, and after receiving a bachelor’s degree in 1991, he moved out to California to pursue the voice over industry.  There’s a good chance you may have heard one of his many character voices in various cartoons over the years, but the reality of the entertainment industry involves a great deal of income inconsistency from year to year… feast or famine.
In 2001, Dean decided to eliminate the famine years and became an independent life agent and estate planning consultant.  Over the next decade and a half, Dean helped hundreds of families with their estate planning needs while maintaining a reputation for always putting his clients first.  His motto quickly became “People don’t care how much you know till they know how much you care.”  In 2017, after meeting Ted Fischer, Dean arrived at his career path destiny as he learned all about something this country needs more of… true fiduciary financial advisors.
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AUSTIN UNDERHILL
Compliance & Operations Manager
Austin Underhill is the Compliance and Operations manager at FIS and is currently working towards obtaining his Investment Advisor Certified Compliance Professional (IACCP®) designation.
In compliance with the financial regulations, Austin oversees that the rules and guidelines are in adherence through the FIS compliance program while supervising advisors and staff to ensure smooth operations.
Meeting the fiduciary duty while providing an outstanding experience to our clients is Austin’s primary goal.
Lynn_Petkus
LYNN PETKUS
National Sales Director
Lynn Petkus serves as the National Sales Director for Fischer Investment Strategies. During his 30+ years in the financial services industry, Lynn has held key positions in the retail, institutional, and RIA sectors.  Lynn has a dual role with our firm: he’s responsible for guiding new clients to achieve their financial goals (as an Investment Advisor Representative) and expanding the firm’s footprint (with the hiring and training of additional Investment Advisors).
Lynn graduated from Texas A&M University in 1986 with a Bachelor of Science in Economics and a minor in Finance.  He plans to resume work on his CFA designation in the summer of 2022.
Described as a “nerd that that loves this business,” Lynn spends his spare time reading books on theoretical physics or pouring through financial and economic studies.  His passion for helping both clients and advisors achieve their financial goals has been a hallmark of his illustrious career.
Pierre-Gendreau
PIERRE GENDREAU
Investment Advisor Representative
Pierre Gendreau is an Investment Advisor Representative with over 20 years of Financial Services experience.  In 2000, Pierre graduated from the University of California, Irvine with a bachelor’s degree in Research and Analytical Methods.  After graduation, Pierre began his career with TD Ameritrade, working at a branch in South Orange County.
Pierre has a passion for the stock market and everything related to finance.  His career path has led him to Fischer Investment Strategies where he’s been able to demonstrate his acumen for helping families and small businesses put together a plan for their long-term financial goals.  As an Eagle Scout, Pierre follows the Boy Scout moto “Be Prepared.”  It’s important to be ready for all the curve balls life may throw at you, and a sound financial plan with a trusted fiduciary can get you there.

NEW PLAN

Looking to start a company retirement plan?

Whether it’s a 401(k), 403(b), 457, Defined Benefit, Cash Balance, Profit Sharing or a combination thereof, DO IT RIGHT THE FIRST TIME!
Let FIS show you the way…
  • We will make sure your plan design offers the maximum tax deduction permitted under the law, and as true fiduciaries, we guide you through the fiduciary process, dramatically reducing liability exposure.
  • Low cost investments with NO commissions and NO revenue sharing.
  • Our TPA partners work closely with HR and payroll so they are never in the dark.
  • We provide semi-annual (or as needed) education for employees, helping them maximize savings and minimize tax exposure.
  • User-friendly participant enrollment and management platform providing a better retirement plan experience for all.
YOU’RE BUSY RUNNING YOUR BUSINESS!
Let FIS help take retirement plan administration duties off your plate!

EXISTING PLAN

We can help you with your existing company retirement plan

SMALL BUSINESS OWNERS:
Do you know how much fiduciary liability exposure you have with your current plan?
Does your current plan give you the maximum tax deduction allowed?
Is your current retirement plan based on the outdated “revenue sharing” model? 
When reviewing an existing plan, the following are of the utmost importance:
  • Cost– total cost of the plan
  • Compensation– who is getting paid what
  • Competitiveness– how the fees you are currently paying compare to what’s available
  • Services offered– define and evaluate
  • Investment Performance– fund line-up matters

If we can’t improve your plan, we won’t waste your time!

Let FIS show you the way!

  • Low cost investments with NO commissions and NO revenue sharing.
  • We will make sure your plan design offers the maximum tax deduction permitted under the law, and as true fiduciaries, we guide you through the fiduciary process, dramatically reducing liability  exposure.
  • Our TPA partners work closely with HR and payroll so they are never in the dark.
  • We provide semi-annual (or as needed) education for employees, helping them maximize savings and minimize tax exposure.
  • User-friendly participant enrollment and management platform providing a better retirement plan experience for all.
YOU’RE BUSY RUNNING YOUR BUSINESS!
Let FIS help take retirement plan administration duties off your plate!
And don’t fear switching providers… the process is easier and quicker than you think.

If we can’t improve your plan, we won’t waste your time!

CONTACT US

Fischer Investment Strategies

920 Hampshire Road
Suite A2
Westlake Village, CA 91361
Telephone: (805) 418-7686
Fax: (866) 279-7711
info@fischerinvestmentstrategies.com

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