Back to All People

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

View All

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 […]

Request an Introduction to Michael B. Fischer

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.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Register Now: Q2 2025 Economic & Market Outlook Webinar

May 6, 2025 - Join our Investment Office for a timely webinar exploring recent market volatility, economic uncertainty, and what it means for investors.

Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

Ben Pace

Partner & Chief Investment Officer

Economic and Market Outlooks

What’s On Our Minds This Week

May 13, 2025 - Falling oil prices amid ongoing trade tensions and recession fears may ease inflation, support consumer confidence, and allow the Fed to prioritize boosting employment through…

Learn about our Privacy Policy

By clicking “Schedule Now”, 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.