Financial Expert: David Fisher

David S. Fisher, CPA, CFA®, CFP®

Senior Advisor, Chief Wealth Officer, Board Member, Co-Founder

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My NET WORTHWHILE™ is leveraging tried and true investment principles to help clients get the most of their investments.

As a co-founder of SignatureFD, David develops the long-term vision, policy, and strategy for the firm. David has extensive experience with both traditional and non-traditional investment strategies, including hedge funds, private equity, real estate, and illiquid investments.

As a recognized expert, he has received numerous industry acknowledgments, often speaking at conferences and seminars, and he has been quoted numerous times in articles for The Atlanta Journal-Constitution, Financial Advisor Magazine and Practical Accountant. He has also been named on Atlanta magazine’s “Five Star Best in Client Satisfaction Wealth Managers” list and was named by Cobb Life as one of “Cobb County’s Top 40 Under 40.”

David began his career at Frazier & Deeter in 1993, where he specialized in audit and attestation services. He holds a Bachelor of Science in Business Administration from Culverhouse School of Accounting at the University of Alabama.

David is a Member of the Association for Investment Management and Research, the Wellstar Community Hospice Board of Advisors. Additionally, he served as an Advisory Board Member of Charles Schwab Advisory Services (2008–2009) and serves on the State Street Global Advisors’ Client Advisory Council, the Perennial Real Estate Fund, L.P., Investor Advisory Board, and the ORM Timber Fund I, L.P., Advisory Board.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.


*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.