Richard H. Fisher CLU, CHFC, CFP

Richard H. Fisher CLU, CHFC, CFP

Senior Wealth Advisor

Professional Background

I joined Roop Financial Services in 2007. With the knowledge I have gained during my 30+ years of experience of working with people in the Mid-South area, I am positioned to help my clients work towards financial independence. I work with financially successful people who want professional guidance in preserving and growing their wealth.

As an LPL Fiduciary advisor for my advisory client relationships, I use the LPL research and Model Wealth Portfolios investment platform to build comprehensive investment strategies focused on my clients' unique objectives, risk tolerance, timeline and goals. I believe in developing a close personal relationship with each special planning client so I can understand their values, goals and interests. My areas of expertise are Wealth Management Strategies, Retirement Income Planning, Long term care planning, Strategies to Maximize Social Security Benefits. I earned a B.S. Degree in Business Administration from University of Tennessee, and my professional affiliations are with the Financial Planning Association of Memphis and am an active Member of Lindenwood Christian Church.

My personal life is centered around on my family, daughter, grandchildren, church, and friends. I enjoy my chosen career and strive to treat everyone I deal with professionally and give them the same advice I would give someone who is in my close personal circle of friends. My hobbies are canoeing, white water rafting, and duck hunting and working in my yard and around the house.