As Vice President of Fisher Investments’ Private Client Group, Ross serves investors throughout the Southern California region. He would be pleased to review your current financial situation, discuss your investment goals and objectives, and help determine whether Fisher Investments' approach might benefit you. Ross, a California native, who was born in Palo Alto, currently resides with his wife in Marina del Rey. He began working for Fisher Investments in 2003. He is licensed with a series 65 to provide financial advice on behalf of the firm as an Investment Advisor Representative, but does not hold any license to sell financial products, as Fisher Investments is not a broker-dealer. His breadth of knowledge across the financial services industry allows him to help you understand the multitude of investing options currently available. He can also help you understand how professional money management compares to other alternatives, empowering you with the information necessary to find the best “fit” for your investment needs. Please contact Ross for our latest Stock Market Outlook or other helpful investing guides (more information about these on the right). Simply complete the request form below and indicate the items of interest, and we will promptly email these to you at no cost.
A timely research report from the Investment Policy Committee with current views on where the stock market is headed.
This guide addresses some key questions many face when planning for retirement.
Learn about the eight biggest mistakes in the world of investing and how to avoid them.