Dave Fischer, CFP®
Co-Owner & Financial Planner
Dave Fischer is an experienced Financial Planner with a passion for helping people achieve their financial goals. Dave strives to provide a holistic, client-first financial planning approach that gives people precise solutions and peace of mind for their unique financial picture.
Dave began his career as a Financial Planner with 49 Financial as part of AXA Advisors. In his time with 49 Financial, Dave cultivated both his passion for finance and his commitment to his clients, always striving to put their needs first. Dave went on to join Grace Capital Management where he worked as a Financial Advisor for over 5 years and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2021.
He is now the co-founder of Team Fischer Financial with his wife, business partner, and fellow CFP®, Lauren Fischer.
Dave graduated from Texas A&M University with a Bachelor’s Degree in Management Information Systems from the prestigious Mays Business School. While a student at A&M, he was the co-founder and first treasurer of a chapter of his fraternity, Kappa Upsilon Chi.
Dave & Lauren live in Austin with their two amazing kids, Jake and Hailey. He’s an avid sports fan with great love for his Aggies and San Antonio Spurs. He enjoys golf, playing basketball, and caring for his community.
2501 Ranch Rd 620 S, Suite 110
Lakeway, TX 78734
lauren.fischer@financialgravity.com
www.teamfischerfinancial.com
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