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Michael B. Fischer, CFP®

Senior Principal

Westfield

Client Advisory

Biography

Michael is a Senior Principal in the New Jersey office. He is responsible for developing customized asset allocations, implementing comprehensive financial planning and coordinating day-to-day client needs.

Prior to joining Cerity Partners, Michael served as a Director, Wealth Advisor at Round Table Wealth Management, where he had been with the firm since 2011. In this role, he was responsible for delivering comprehensive wealth management services to clients.

In his free time, Michael competes in triathlons and is an Ironman athlete.

Education

  • B.S. in Finance from University of Maryland, College Park
  • B.S. in Operations Management from University of Maryland, College Park
  • Master of Accountancy in Taxation from Rutgers University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Winner of the 2022 Five Star Wealth Manager: A wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. (No fee is paid to Five Star Professional to receive this award)

Latest Insights

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Michael B. Fischer

Estate Planning

What Is New York’s Estate Tax Cliff?

As part of Tax Cuts and Jobs Act of 2017, the U.S. federal estate tax exemption amount increased to approximately $12.92 million per individual or $25.84 million per couple (2023). As a result, many families are no longer subject to federal estate tax due to the high estate tax exemption amounts. However, several individual states […]

Michael B. Fischer

Individuals and Families

A Pitfall of the “Backdoor” Roth IRA Conversion

Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to a non-deductible IRA and converting that contribution to a Roth IRA (a “backdoor” Roth IRA contribution). However, these articles seemingly gloss over the complexity of the strategy and lead to […]

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A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

Learn about our Privacy Policy

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.