Dean Julian is a financial advisor with Fischer Investment Strategies, LLC in Westlake Village, CA. He holds a Series 65 designation and has eight years of industry experience. Prior to his current role, he worked from 2001 to 2017 in an unspecified capacity. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm applies a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing global diversification through passive mutual funds, ETFs, and laddered bond portfolios.

Theodore Fischer is a CFP® with 22 years of industry experience and has been with Fischer Investment Strategies, LLC since 2011. He works at a firm based in Westlake Village, CA, that includes four advisors and holds a Series 63 designation. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm manages approximately $251.9 million in assets on a discretionary basis and follows a long-term, globally diversified investment approach based on Modern Portfolio Theory, typically emphasizing low-turnover, passively managed funds and investment-grade fixed income.

Lisa Spradling is a financial advisor at Fischer Investment Strategies, LLC with credentials in Series 65 and Series 63. She has been with Fischer Investment Strategies since 2023 and has prior experience at Amgen and NaviGuide Wealth Partners. Before entering the financial industry, she spent over a decade at S&S Medical Supply. Fischer Investment Strategies offers discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing global diversification with passively managed funds and customized fixed income portfolios.

Jessica Ash is a financial advisor at Fischer Investment Strategies, LLC with two years of industry experience. She holds a Series 65 designation and has been with Fischer Investment Strategies since 2023. In addition to her advisory role, she has worked at Logan Health since 2015. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds, ETFs, and customized bond portfolios.