Fisher Financial & Investments, LLC., and R. D. Financial & Insurance Services are companies dedicated to conservative strategies directly related to protecting, preserving and maintaining assets and personal privacy thru tools such as trusts, insurance and sound advice which have been tried and tested with thousands of families over the previous two decades. We have been involved in family asset and wealth protection since 1985. Our goal, and the end result, is that we serve your family as if it were our very own.
Michael W. Fisher, Founder and Director
Michael W Fisher's Professional Experience
Licenses and Designations: Non-profit 501c3 Founder & Director-- Western Estate Services, Inc. (WESI), Owner-- R. D. Financial Services (RDFS), Previous Major Shareholder-- National Insurance and Asset Protection, Inc. (NIAP), California Notary Public-- #1366016, California Real Estate Broker (Realtor®)-- #00928194, Licensed Life Insurance Agent—CA #0B99242, NV, AZ, NM, TX, OK, KS, PA, Listed in Empires “Who’s Who in American Business” (Featured member), Registered California Trust Administrator- Department of Justice, Arizona Supreme Court Registered and Certified Legal Document Preparer-- #80527, Registered California Legal Document Assistant #148—Orange County, Registered Process Server #PSC 1999, Registered Financial Consultant, Legal Plan Administrator, Chartered Trust and Estate Planner (CTEP), Certified Senior Advisor (CSA), Certified Trust & Financial Advisor (CTFA), Accredited Estate Planner, Paralegal. Memberships and Professional Affiliations: California Association of Legal Document Preparers (CALDA), National Association of Independent Investors- Lifetime member (NAII), National Association of Legal Document Preparers (NALDP), 2006 Director at Large-- Orange County Association of Paralegals (OCPA), National Notary Association (NNA), International Association of Registered Financial Consultants (IARFC), National Association of Health Underwriters (NAHU), Society of Certified Senior Advisors (SCSA), Nevada Paralegal Association (NPA), Oklahoma Paralegal Association (OPA), Kansas Paralegal Association (KPA), Legal Assistants of Wyoming (LAW), American Academy of Financial Management (AAFM), Arizona Association of Independent Paralegals (AAIP), National Ethics Bureau (NEB), American Prepaid Legal Services Institute (API), Washington State Paralegal Association (WSPA), National Association of Elder Law Attorneys- student member (NAELA), National Association of Estate Planners and Councils (NAEPC), American Bankers Association- Institute of Certified Bankers (ICB), Orange County Board of Real Estate (OCAR), Various Chambers of Commerce, multiple states and national, National Republican Congressional Committee- Business Advisory Council, Benevolent and Protective Order of Elks (BPOE) #1952, Full Gospel Evangelistic Association (FGEA), United States Chess Federation (USCF), & So. Cal. Chess Federation (SCCF), Porsche Club of America (PCA), & local Orange County Porsche Club. Education: High School Diploma, Associate of Arts- Biblical Studies, Bachelor of Arts- Legal Studies, Bachelor of Arts- Theology Masters- Theology.
This website and its content is copywrited material and may not be used without the express written consent of Fisher Financial & Investments, LLC.
The information contained in this website is not to be construed as legal, investment or tax advice. If this type of information is desired, the services of a competent Attorney, Investment Advisor or CPA, licensed in good standing with the State in which you reside, should be consulted.
