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Meet Jim Fish
Jim Fish, RICP®
Founder/President, Federal Retirement Consultant
For over fifteen years, Jim has been assisting clients with their tax, financial, and estate planning goals. He works closely with individuals and families during various stages in life to understand their goals, and provides tailor made solutions. Jim is known by his clients and friends to be detail orientated with a focus on providing outstanding personal service.
Jim experienced firsthand how detrimental a family can be without a sound financial solution and planning. After the sudden passing of his father in his mid-sixties, Jim and his brother were left to figure out the future of the family tax and accounting practice. Without a sound financial plan in place, Jim and his brother were forced to sell the business. Knowing how no one can shield themselves from this life changing event, Jim realized the importance and the intricacies of taxes, financial and estate planning. After working for several Fortune 500 financial firms, Jim realized the importance of having a well-suited financial plan and trying to fit clients into limited financial products is not a well-rounded solution. The idea of starting his own firm and having the flexibility to provide tailor made solutions for his clients incubated for many years and ultimately, Pier Financial Group is formed. Pier Financial Group is an accumulation of key financial knowledge built on Jim’s years of experiences in various financial institutions.
Aside from reading and keeping up with all things related to finances, in his free time Jim enjoys spending time with his wife and children. He also enjoys traveling, barbequing, trying out different bourbons, and watching the Dodgers at Chavez Ravine.
Pier Financial in the Media
Safe Space Podcast
Jim was invited on the Safe Space Podcast to talk about the best ways to navigate retirement. Listen here:
Understanding Long-Term Care
In this article, Jim discusses how you can use annuities to ensure access to long-term care throughout retirement.
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