Andrew Fisher, CFA, CPA

Andrew Fisher, CFA, CPA
President & Chief Investment Officer

What I enjoy most about my work with clients?

 

In addition to leading Worldview, I spend the majority of my energy giving personalized wealth advice to successful families located in the United States and abroad, with a focus on investments, tax strategies and risk management. Because we specialize in families with more complicated cross-border lives, I routinely meet people with very unique personal situations. I love this, because as a result I am always learning something new. I thrive on that. Also, I derive a lot of satisfaction from helping families that have struggled to make sense of their own financial situation. To be able to help people in a way that few others can is very rewarding.

 

How do I spend my time away from Worldview?

 

I am the type of person that believes that if something is worth doing, it is worth doing well. I’m fortunate that my wife Mandy agrees with me, and we both get a lot of joy from raising our three kids, Ella, Mack and Vivian, to be the best people they can be. We love spending time together as a family, going on travel adventures, taking the dog on a walk, and sometimes traveling an extra 30 minutes to try a new doughnut shop. Beyond family time, I love experiencing the world we live in. I love getting up and out of the house early, and spending the evenings at home watching kids play in the yard. I like to read and travel, to eat and drink well, and stay active with running, tennis and mountain biking. I feel very fortunate to have a lot of things that make me happy in this world!

 

See my experience on LinkedIn