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Joe Fischman
Vice President of Investments 
 

As a Vice President of Investments for Trilogy Financial, Joseph Fischman prides himself on helping individuals pursue financial independence through comprehensive education and objective evaluation of their financial needs and goals.

He began his career in 1982, along with 3 colleagues, when they opened their own agency in Madison, Wisconsin. Representing S.B. Lexington and STP Enterprises, based in Chicago, IL, they spent many years designing and marketing new, innovative risk management financing methods. In 1986, Joseph moved out to Irvine, California, along with his 3 other partners. They began marketing these new solutions throughout Southern California. While they had established an impressive client list, Joe recognized the importance of providing clients with comprehensive planning in both the areas of investment and risk management. He then decided to get registered in securities under AIG/SunAmerica, where he worked from 1995-1999.

His tenure with Trilogy began in April of 1999. He has enjoyed growing his financial practice with Trilogy and has been one of the top producers over the years. Their approach is built on long term relationships and assisting clientele with financial, estate and tax strategies. Trilogy Financial promotes this “value added” approach and works with many strategic partners (some very specialized) to accommodate this.

Joseph received his Bachelor of Arts degree from the University of Wisconsin in Madison, and holds the series 6, 63, 65 and 7 registrations with LPL Financial along with the California Life Insurance certification. A member of Toastmasters International, Big Brothers/Big Sisters, the Irvine Chamber of Commerce, CalCPA of Orange County and University of Wisconsin Alumni association, Joseph was awarded with the Jewish Family Service Volunteer of the Year award in 2002.

Joseph currently lives in sunny Costa Mesa, CA. Among his many hobbies, including tennis, golf and skiing, he counts travel and volunteering as his favorites. He also enjoys playing music and has an appreciation of jazz and big band.

CALL JOE DIRECT AT
(949) 221-8105 ext. 2105
  Strategic Partners

ASK JOE A QUESTION

 

 
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