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Meet Us

Experience And Training You Can Trust: 

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Customers Rave About Jim: 

This testimonial was given by a current client of Pier Financial Group. No compensation was provided for the testimonial. There is no guarantee that another client’s experience will be positive or similar to the individual providing this testimonial, and no guarantees of success are made.
​Watch a quick video to learn about our
"Rock Solid Retirement Income Strategy".

Our goal is for you to have the peace of mind that comes with retirement income that's guaranteed to last as long as you do

Schedule a FREE Financial Consultation with Pier Financial today!

Click below to schedule a meeting with Jim today! You'll be directed to Jim's Calendly page where you can find a time that works for you directly on his calendar. 
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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 focuses on providing outstanding service and is detail oriented.

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.
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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.
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Get a FREE copy

The Informed Fed: A Survival guide to Federal Employee Benefits

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Provided by the Federal Benefits Association

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Our Services
What We Do For Clients
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Retirement Income
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Tax Planning & Preparation
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Federal Employee Benefits

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Extended Care Solutions
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Asset Protection
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Family Legacy Planning

how can we help you?
 

Pier Financial in the Media

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Safe Space Podcast

Jim was invited on the Safe Space Podcast to talk about the best ways to navigate retirement. Listen here: 
Listen Now
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Understanding Long-Term Care

In this article, Jim discusses how you can use annuities to ensure access to long-term care throughout retirement. 
Learn about Annuities
Key Retirement Milestones
Understanding the milestones you can take advantage of in retirement is a great start to planning for retirement.  
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Key Milestones Retirement was provided by Aegis Financial

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EMAIL
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CALL US
(909) 477-1686

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Call: (909) 477-1686
​Email: [email protected]

The information provided herein is the exclusive property of Pier Financial Group. This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. 
© 2020. Pier Financial Group.

"This website is a publication of Pier Financial Group. Advisory services are offered through Aegis Wealth Management, Inc. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.  Jim Fish, Aegis Wealth Management, and Pier Financial Group are not affiliated with or endorsed by the federal government or FINRA."
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