Advisors at this firm
Kristian F
CFP®, Series 63, Series 65, Series 66
Phoenix, AZ
Kachkovsky & Fisher, Inc.
Kristian Fisher is a CFP® with 24 years of experience in financial advisory. He has been with Kachkovsky & Fisher, Inc. since 2001 and also has involvement in a real estate business. Kachkovsky & Fisher, Inc. manages approximately $244 million for nearly 400 clients, primarily individual investors including high-net-worth households, as well as businesses, trusts, and retirement plans. The firm employs an asset-allocation approach with diversified portfolios mainly using low-cost mutual funds and ETFs, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting.
Jaime B
Series 66
San Diego, CA
Kachkovsky & Fisher, Inc.
Jaime Boyer is a financial advisor at Kachkovsky & Fisher, Inc. with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisory, Inc. and G. Michaelis, Inc. Kachkovsky & Fisher, Inc. manages approximately $244 million for around 394 clients, primarily serving individual investors, high-net-worth households, businesses, trusts, and retirement plans. The firm employs an asset-allocation approach with diversified portfolios using low-cost mutual funds and ETFs, offering both discretionary and non-discretionary investment management along with financial planning and retirement plan consulting.
Garry K
CFP®, Series 63, Series 65, Series 66
Phoenix, AZ
Kachkovsky & Fisher, Inc.
Garry Kachkovsky is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Kachkovsky & Fisher, Inc. in Phoenix, AZ, where he has worked since 2001. He is also involved in managing K & F Real Estate, LLC, a real estate business. Kachkovsky & Fisher, Inc. manages approximately $244 million for nearly 400 clients, including high-net-worth individuals, businesses, trusts, and retirement plans. The firm employs an asset-allocation strategy focused on diversified portfolios using low-cost mutual funds and ETFs, with customized solutions addressing risk tolerance, liquidity, tax circumstances, and client preferences.