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Tommy R
Series 65
Woodside, CA
Fisher Investments
Tommy Romero Jr. is a financial advisor at Fisher Investments with 22 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2000. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and defensive tactics.
Chris S
Series 63, Series 65
Woodside, CA
Fisher Investments
Chris Stephens is a financial advisor at Fisher Investments with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fisher Investments since 2001. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment policy committee and a combination of quantitative and qualitative research to construct diversified portfolios, providing services that include sub-advisory management and retirement plan solutions.
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