Yiddy is a Certified Wealth Strategist® and has over 20 years experience providing comprehensive wealth management and financial services. Prior to establishing Fisch Financial Group, he spent seven years as an investment advisor at Wachovia Securities (Currently Wells Fargo Securities).
While serving a diverse client base, Yiddy works closely with business owners who are focused on accumulating assets, providing them with comprehensive wealth management services, and those focused on drawing income from their assets during retirement.
Yiddy holds a Series 9 &10 Registered Principal registration, a Series 7 General Securities registration, as well as a Series 65 Advisory Services registration with First Allied Securities Inc. He was awarded the Certified Wealth Strategist© (CWS©) designation from Cannon Financial Institute and Accredited Investment Fiduciary® (AIF©) through fi360.