Fisher Investments

Fisher Investments is a financial planner in San Mateo, California, serving private clients and institutional investors with personalized investment management, fiduciary advice, and long-term wealth planning. The firm specializes in fee-only advisory services, emphasizing client-first principles, data-driven strategies, and independent thinking. With over 45 years of experience since its founding in 1979 by Ken Fisher, Fisher Investments manages assets for more than 210,000 clients globally. The San Mateo office, located at 1450 Fashion Island Boulevard, provides services across the Peninsula and surrounding communities, including personalized portfolio strategies, retirement planning, and institutional investment solutions. The firm holds a 3.70 rating based on client feedback, reflecting consistent service delivery and client engagement.

Fisher Investments operates with a culture rooted in client focus, innovation, and integrity. The firm’s Investment Policy Committee oversees strategic decision-making, ensuring that investment approaches are grounded in research and long-term performance. Employees across diverse disciplines, including client service, investment management, technology, and data analytics, work within a global organization of over 7,000 professionals. The company emphasizes inclusivity and opportunity, welcoming candidates from all academic and professional backgrounds. Its commitment to client success is reinforced by a fee-only structure, ensuring advisory services are aligned with client goals, not sales incentives.

The San Mateo office is situated on Fashion Island Boulevard, a short distance from key regional landmarks. It lies approximately 0.1 miles from the J Arthur Younger Freeway, about 0.1 miles from Mariners Island Boulevard, and just 0.3 miles from the Marina Branch San Mateo Public Library. The office is also near Seal Slough, a local lake and river system that contributes to the area’s natural character.

Fisher Investments demonstrates strong digital presence and credibility, with a well-optimized website that search engines interpret clearly and comprehensive business information consistently available across platforms. This visibility supports easy discovery by clients seeking fiduciary financial advice. The firm’s documented history, global reach, and client-focused model reinforce its standing as a trusted advisor in the region.

As a leading financial planner in San Mateo, Fisher Investments combines decades of investment expertise with a commitment to personalized service, helping clients navigate financial goals with confidence in a dynamic market.

Services:

• Annuity Evaluation
• Financial Planning Services
• Institutional Investing
• Personal Wealth Management
• Portfolio Management