Tony Fisher
Tony Fisher brings more than 30 years of experience implementing strategic partnerships and delivering professional services to middle-market, closely held businesses and owners. This includes more than six years of hands-on experience safely integrating private insurance company programs (Captives) with clients’ estate and succession plans, resulting in materially enhanced returns on investment. He specializes in the application of deferred compensation plans to acquire and retain the most critical employees of a company.
As an Advisor at Chamberlain Group, Tony facilitates the delivery of the firm’s mission and core services: to protect and grow assets for generations through customized insurance, estate and succession planning, and to provide wealth management strategies to ultra-affluent individuals, families and middle-market corporations. He supports these efforts by developing and managing strategic partnerships based on personal relationships with top tier CPAs, bankers, property and casualty insurance brokers, and attorneys.
Tony began his career in accounting and information technology at Arthur Andersen & Co., where he conducted audits of privately owned manufacturing and distribution companies, and community banks. He later became the Director of the firm's Business Consulting SAP practice in the Pacific Northwest, where he sold and managed strategic planning, business process and technology implementation engagements.
Tony is a board member of the Newport Beach Navy League which honors and supports the service men and women of the San Diego Naval Base along with Camp Pendleton Marine Corps Station. Tony earned a Bachelor’s degree in Accounting Theory and Practice from California State University Northridge and holds a California Life Insurance License and Series 6, 63, and 65 Securities licenses. In addition, Tony is an Investment Advisor Representative of Spire Wealth Management, LLC. He lives in Orange, California.