Brian Fisher
About Brian
Brian Fisher works with software engineers and technical professionals who are analytical, independent, and accustomed to figuring things out on their own. You're comfortable with complexity, you value efficiency, and you don't make decisions without understanding the trade-offs. At some point, optimizing your career and income leads to a bigger question: Is my financial life built with the same level of intention and clarity?
With more than 20 years as a software engineer and a Computer Science background, Brian brings a systems-oriented mindset to financial planning. A plan that is structured, scalable, and focused on connecting the dots between income, investments, taxes, and future goals so your financial strategy works as cohesively as the systems you build.
Built for Technical Professionals
Services
Retirement Income Planning
Build a sustainable income strategy that transitions your career earnings into long-term financial independence.
Investment Management
Evidence-based portfolio design tailored to your risk tolerance, timeline, and equity compensation structure.
Tax Efficiency
Optimize RSUs, ISOs, 401(k)s, and capital gains strategies to keep more of what you earn.
Estate Planning
Ensure your assets flow intentionally protecting your family, your legacy, and your values.
The Approach
Systems Thinking
Your finances treated as an integrated system and not a collection of isolated accounts.
Transparent Trade-offs
No jargon, no guesswork. Every recommendation comes with clear reasoning.
Long-Term Scalability
Strategies designed to compound and adapting as your income, equity, and goals evolve.
More About Brian
Background
Outside of Work
- Avid traveler and lifelong learner
- Proud dog owner of Toby
- Curious by nature with a continuous improvement mindset