Kent Fisher CFA, CFP® is a Financial Advisor @ OldPeakFinance in Chapel Hill, NC. After a 25+ year career helping institutions with investments, he now does the same for individuals. In fact, now we do even more – we help with estate planning, tax planning, retirement planning, insurance – the idea is to be like an outsourced CFO.
You can reach me at email@example.com.
Here is a more standard “corporate style” bio for your reading pleasure:
Kent has 25 years’ experience working with many of the world’s largest institutional investors. He holds the Chartered Financial Analyst (CFA®) designation, an MBA from McGill University and a BA in economics from the University of Western Ontario. Kent has taught Investments and Portfolio Management courses for McGill University and conducted CFA preparation courses for the Los Angeles Society of Financial Analysts. He and his wife live in Chapel Hill. He is a member of the East Chapel Hill Rotary Club and enjoys golfing (and almost any outdoor activity).