Ostrofe Financial Consultants Inc

Frederick Fisher is a Certified Financial Planner® with 27 years of experience in the financial services industry. He has worked at Ostrofe Financial Consultants Inc since 1998 and has also been affiliated with LPL Financial, LLC since 2017 and National Planning Corporation from 2000 to 2017. Fisher serves as a co-trustee for the Fisher-Lourie Trust. Ostrofe Financial Consultants, Inc. provides comprehensive financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, pension plans, trusts, and charitable institutions. The firm emphasizes a long-term investment approach focused on asset allocation and absolute return, managing approximately $386 million in client assets.

Seth Leishman is a CFP® with 17 years of industry experience and is affiliated with Ostrofe Financial Consultants Inc in Grass Valley, CA. He previously worked at LPL Financial from 2017 to the present and at National Planning Corporation from 2016 to 2017. Outside of his advisory role, Leishman is a CPA and provides tax planning and preparation services, and he serves as a board member for the Nevada City School District. Ostrofe Financial Consultants offers financial planning, consulting, and discretionary investment management for individuals, institutions, and businesses. The firm emphasizes asset allocation with diversified portfolios managed on a discretionary basis and integrates financial planning into ongoing advisory services.

Nathan Leishman is a CFA® charterholder and holds the Series 66 designation. He has seven years of industry experience, currently serving as a financial advisor with Ostrofe Financial Consultants, Inc. since 2017 and also with LPL Financial since 2018. Prior to this, he worked at Westwood Global Investments, LLC from 2010 to 2017. Ostrofe Financial Consultants, Inc. provides comprehensive financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable institutions, and businesses. The firm emphasizes asset allocation with diversified portfolios and incorporates financial planning as part of ongoing advisory services.