Our Qualifications

Lois Fishman, CFP

Lois has worked in the financial services industry since 1976. From tax preparation she moved on to comprehensive planning to meet the varied needs of her clients. She earned the Certified Financial Planner designation in 1987 and has developed her own practice working with individuals and families since 1983. Her specialty is retirement and estate planning and works primarily with pre and post retirees and their families.

Lois speaks publicly at many organizations including several senior centers in Montgomery County, widow support groups, National Association of Retired Federal Employees and other organizations.She has had her own radio show on WMET radio and has been a guest on several TV shows dealing with money including CNBC, Money Matters.