Shelley Fischer, CFP® - Director of Financial Planning


Shelley Fischer works with our clients on extended financial planning, which goes beyond investment analysis and retirement planning to include reviewing wills and trusts, tax returns, mortgages, debts and other financial structures.  She teaches financial planning at Hunter College, City University of New York.

Prior to a long career in financial planning, Shelley managed the lending department at Sotheby’s New York and maintains broad connections in the arts world.

Shelley received her CFP® designation after completing all coursework at NYU's Certificate program in financial planning.  She studied French and Psychology at the University at Buffalo and French Literature at the Université Vincennes-Saint-Denis.

Shelley enjoys attending art galleries and fairs worldwide, and is committed to meditation and daily walks along the Hudson River. 
Direct: 347 580-5286