Financial Gravity Welcomes New Family Office Directors Lauren Fischer and Dave Fischer
Lauren Fischer is an experienced finance executive with over a decade of experience in investing and financial planning spaces. As a Financial Planner, she is relentlessly committed to excellence in helping clients achieve their financial goals.
Lauren began her finance career with SALI Fund Services, a turnkey platform for creating and administrating Insurance Dedicated Funds. Her clients at SALI included boutique hedge funds and some of the largest wealth management institutions in the world. Lauren then joined Artemis Capital Management, a quantitative long volatility hedge fund where she earned the Chartered Alternative Investment Analyst℠ certification. She was the Director of Operations and CCO of Artemis, working with both individual and institutional investors, alike. After seeking a career change, she joined Grace Capital Management as a Financial Planner, earning the CERTIFIED FINANCIAL PLANNER™ designation in 2024. Throughout her career, she has developed a passion for helping others achieve their goals and a reputation for excellence in every aspect of her work. Lauren graduated from Texas A&M University with a Bachelor's Degree in International Studies with a minor in Communication.
Dave Fischer is an experienced Financial Planner passionate about helping people achieve their financial goals. Dave strives to provide a holistic, client-first financial planning approach that gives people precise solutions and peace of mind for their unique financial picture.
Dave began his career as a Financial Planner with 49 Financial as part of AXA Advisors. During his time with 49 Financial, Dave cultivated his passion for finance and his commitment to his clients, always striving to put their needs first. Dave went on to join Grace Capital Management, where he worked as a Financial Advisor for over 5 years and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2021. Dave graduated from Texas A&M University with a Bachelor's Degree in Management Information Systems from the prestigious Mays Business School.
Lauren and Dave are co-founders of Team Fischer Financial.
As Family Office Directors, Lauren and David are responsible for prescribing advanced tax solutions and ensuring their network of partners fill those solutions with fidelity to their plans. They rely on the experts at Financial Gravity, Inc., a true partner -- not just a vendor -- who help them deliver lower costs, higher tax efficiency, more comprehensive diversification, and more transparent risk management.
Lauren shared, "Nothing matters more to me as a financial planner than the success of my clients. Dave and I have built our business around creating the best possible service and advice for our clients, and Financial Gravity is the perfect platform to continue to build and improve on our current offerings. Each person's financial universe encompasses multiple parts: investments, tax, retirement, estate, and philanthropy, among others; and quality financial advice takes every piece into consideration. We believe Financial Gravity shares this vision, and we are excited to partner with them and leverage the expertise they carry in these areas to help our clients accomplish their goals."
Dave explained why he joined Financial Gravity. "Lauren and I have made it our mission to care for clients in the best way possible through devoted service and expertise. The multi-family office model through Financial Gravity will enable a robust expansion of this service and expertise to our clients while honoring the trust that clients have placed in us."
Financial Gravity CEO Scott Winters shared, "We are excited to welcome David and Lauren Fischer to the Financial Gravity team as we continue our mission to democratize Family Office services. Their expertise and dedication to integrating multiple financial disciplines align perfectly with our vision of providing comprehensive, conflict-free solutions to clients. Together, we are expanding access to the holistic wealth management strategies that were once reserved for the ultra-wealthy, ensuring more families can benefit from true financial integration and efficiency."
About Financial Gravity Companies, Inc.
Financial Gravity Companies Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter. We help financial services professionals evolve from the commoditized business of tax compliance to a Family Office Director who runs and manages their own multi-family office. Family Office Directors are able to leverage the Financial Gravity systems, technology, proprietary resources, and deep domain expertise to bring an elevated and holistic financial service experience to their clients that spans proactive tax planning, retirement and estate planning, wealth management, and risk mitigation. For more information about Financial Gravity Companies, Inc., please visit https://financialgravity.com.
Forward-Looking Statements
This press release contains forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert, or change any of them and could cause actual outcomes and results to differ materially from the current expectations. No forward-looking statement can be guaranteed. Forward-looking statements in this press release should be evaluated together with the many uncertainties that affect Financial Gravity's business, and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.
Contact Details
Scott Winters+1 800-588-3893scott.winters@financialgravity.com
Company Website
https://financialgravity.com/
SOURCE: FINANCIAL GRAVITY COMPANIES, INC.
View the original press release on ACCESS Newswire
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