Dan Ruble
Senior Investment Counselor
San Mateo, CA
Phone: (800) 550-1071
Email: d.ruble@fi.com
About Dan
Dan joined Fisher Investments in 2007. He has worked in the financial services industry since 1981, with experience as a floor broker, vice president, market maker, and institutional sales trader. He studied Neurophysiology at the University of California, Berkeley.
Specialized Service Team
Your Senior Investment Counselor can connect you with the individuals below to address any needs you have. Click here to read more about our service structure and the resources available to you.
Kumar Phillips
Financial Planning Counselor
Kumar joined Fisher Investments in 2014 and has worked in the financial services industry for more than 10 years. Previously, he worked in equity research. In addition to being a CFPยฎ and CPWAยฎ professional, Kumar has a Bachelor of Science in both Finance and Marketing from Portland State University.
Lisa Alan
Estate Planning Professional
Lisa joined Fisher Investments in 2024 and has more than 25 years of legal experience. Previously, she practiced law in Oregon, specializing in estate planning, small business law and real estate. Lisa holds a Bachelor of Arts in International Studies from the University of Washington and earned her JD with a federal tax certificate from Lewis and Clark Law School.
Victor Velez
Portfolio Analyst
Victor joined Fisher Investments in 2014. In the Portfolio Evaluation Group, Victor specializes in personalized portfolio analysis and investment strategy recommendations.
Michael Navarro
Associate Investment Counselor
Michael joined Fisher Investments in 2018. Before becoming an Associate Investment Counselor in 2022, he served as a Junior Associate and a Regional Sales Associate. Michael earned a Bachelor of Science in Finance from Washington State University.
Renae Wallen
Client Services Specialist
Renae joined Fisher Investments in 2024. She earned a Bachelor of Science in Business Administration from the University of Florida.
Zachary Wagner
Client Services Specialist
Zachary joined Fisher Investments in 2024. He earned a Bachelor of Science in Finance from Oregon State University.
Bailey Rogers
Client Services Specialist
Bailey joined Fisher Investments in 2023. He earned a Bachelor of Science in Psychology from Washington State University.