Fed Retirement Income Planners LLC
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.
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Fed Retirement Income Planners LLC
With a sharp focus on retirement planning and benefits education, our team at Fed Retirement Income Planners excels in guiding federal employees through their transition to retirement. Leveraging in-depth knowledge from our tenure in the industry, we specialize in creating personalized strategies that turn uncertainty into confident, informed decision-making by using our proprietary 4KAST Retirement Income Plan. Our approach blends client development with training and team building, ensuring that each client receives a service tailored to their unique circumstances. The development of the 4KAST report is a testament to our commitment to providing actionable insights and helping clients visualize and achieve their retirement goals with precision and confidence. Our program is available to financial services firms that aspire to serve the Federal Employee market. We will train, support, and collaborate with your team to allow them to succeed by helping these important, underserved clients succeed. Contact us for program information.