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William Angino

Advisor at Fischer Financial Services Inc

Updated today
Fischer Financial Services Inc logo

Firm

Fischer Financial Services Inc

Location

Harrisburg, PA 17110

Credentials

Series 65

Industry experience

25 years

Client services

Portfolio management

Fee options

Percentage

$0 - $1,250,000: 1.00% $1,250,001 - $3,000,000: 0.75% $3,000,001+: Negotiable

Other

Account minimum: $250,000 for private client accounts (may be waived under special circumstances); $5,000,000 for institutional accounts (may be waived under special circumstances); no minimum for non-discretionary ERISA 3(21) services Fee-only: Annual fees payable quarterly in advance based on tiered percentage of assets under management; no commissions or performance-based fees.

Work history

Fischer Financial Services, Inc.

1989 - Present (37 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

David H

CFP®

Hershey, PA

First Light Wealth

The driving force behind my work as a financial planner is empowering clients to build a meaningful financial plan, one that aligns with their core values and purpose. My Journey: After receiving entry-level training from a large brokerage firm back in 2012, I ultimately decided that an independent firm was more in alignment with my values as a planner. After dedicating nine years to a mid-sized firm in central Pennsylvania, I leveraged my invaluable experience and expertise to embark on a new journey by founding my own firm, First Light Wealth, LLC in 2023. Professional Growth: Throughout my career, I've embraced continuous learning and professional growth to stay at the forefront of the ever-evolving financial landscape. In 2021, I embarked upon the challenging journey of earning the CERTIFIED FINANCIAL PLANNER™ mark, a designation held by less than 30% of financial advisors. Who I Work WIth: I specialize in delivering comprehensive financial planning services tailored to the unique needs of attorneys, small business owners, and families. By understanding the distinct financial challenges and opportunities each group faces, I help them navigate their financial journey with confidence, ensuring a secure and prosperous future. Areas of Expertise: - Retirement planning - Investment management - Debt strategies - Insurance planning - Estate planning - Tax optimization Let's Connect: I'm excited to connect with professionals who share my passion for finance, whether you're an attorney, business owner, or an individual looking to secure your financial future.

Business exit / sale strategy Business succession planning Business Financial Management Attorney Founder/Business Owner Gen X (Born 1965-1980)

Colin Z

CFP®

Mechanicsburg, PA

Zizzi Investments

Colin is the founder of Zizzi Investments. Investing and athletics have always been two of Colin’s biggest passions. He began playing soccer at age five and was introduced to the stock market in middle school through a mock stock-picking competition. Colin studied finance and accounting at American University, where he played on the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing professional soccer. He returned home to play professional soccer in Central PA for the next three years. While still playing soccer, he joined a local advisory firm in Harrisburg, where he spent the next 10 years. During this time, Colin earned his CFP®, AIF®, and CEPA® designations, while helping to oversee both qualified retirement plan assets and individual wealth management relationships. Colin resides in Mechanicsburg, PA with his wife Molly, his sons Carter, Julian, and Leo, and his dog Sage. He’s a member of the West Shore Free Church in Mechanicsburg. He continues to stay involved in soccer through coaching and volunteering with the JT Dorsey Foundation, a local non-profit dedicated to positively impacting youth through the sport of soccer. Colin’s other hobbies include golfing, travel, playing guitar, reading, and working out.

Business ownership considerations Business exit / sale strategy Family Business Professional Athlete Young Families

Todd D

CFP®, Series 63, Series 65

Camp Hill, PA

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Executive

Darlene M

Series 63, Series 65

Camp Hill, PA

Merrill

Darlene Michelson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1995 and joined Merrill in 2009. Her practice focuses on investment and retirement income planning strategies, as well as estate and insurance coordination, with the objective of assisting clients in wealth accumulation, preservation, and transfer. Darlene works primarily with high-net-worth individuals to develop customized strategies for asset allocation, portfolio management, liability management, tax minimization, and asset preservation. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. As a qualified Portfolio Advisor and Personal Investment Advisor (PIA), she recommends a variety of investment strategies, including those managed by Merrill and approved third parties. Darlene holds a bachelor's degree from Bloomsburg University. Outside of her professional role, she enjoys cooking, football, and gardening.

Retirement income strategy Wealth management Life insurance needs analysis

Wesley M

Series 63, Series 65

Camp Hill, PA

Merrill

Wesley Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2017 and has over two decades of experience in the financial industry, including 17 years in New York City prior to his current role. Wesley provides clients with comprehensive financial advice, focusing on financial and investment strategies, liquidity planning, estate and wealth transfer strategies, cash management, and strategic tax loss harvesting. He holds a bachelor's degree in Economics from La Salle University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019. Wesley is also a Personal Investment Advisor (PIA). He is active in his local community, leading volunteer outreach initiatives through his church's Mission Outreach program. Outside of work, he enjoys spending time with his family, hiking, fishing, golfing, traveling, and living on a farm in Adams County with his wife and their dogs.

Wealth management Tax-loss harvesting Business succession planning General estate planning guidance Multi-generational wealth transfer

Heath G

Series 66

Hershey, PA

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business ownership considerations General estate planning guidance
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