Since 1974, Mitchell J. Fisher, CFP has been assisting people in their quest to build assets, protect their money, and manage their risk. His corporation, Pacific Sun Financial Corp. provides professional services that are designed to help create, preserve and transfer wealth effectively….and at the same time, help to reduce taxes. Tax-efficient investment allocations and wealth transfer strategies are used to help increase net worth and protect assets.
We endeavor to provide services that are personal, caring, and reliable. Clients are treated with the utmost respect, and money is invested to help meet individual objectives and risk tolerance. When considering a potential investment, reviewing an alternative real estate investment, REITs, stocks, and private placements for accredited investors, shopping for insurance, determining a tax savings technique, designing a retirement plan, or helping to plan an estate…our clients always come first.
Pacific Sun Financial Corp