Ozzie Fishman

Ozzie Fishman is a seasoned financial professional with extensive experience in retirement planning and wealth management. Currently serving as a Senior Planner at Fed Retirement Income Planners LLC since January 2024, Fishman previously held positions as a Retirement Plan Specialist with the Promus Wealth Management Group at RBC Wealth Management and as a Director/Planning Specialist at UBS, focusing on qualified retirement plans. Ozzie's early career included significant roles at Wells Fargo Advisors and Merrill Lynch, where responsibilities encompassed personal and business financial services, investments, and wealth advisory. Fishman holds an MBA from the University of Phoenix and has engaged in various educational programs, including executive education at Harvard Business School, reflecting a strong commitment to professional development.