Clear Path Financial - Sarasota (FL)

5 /5 Brad Gregory: I have known Erik for several years as the Treasurer for our non profit and as a friend. I can say without any reservations he is trustworthy, smart, loyal and committed. He’s earned the trust of his fellow board members and from me, in that I referred my daughter and future son in law for financial advice. His knowledge of finances and investing is second to none Brad Gregory

5 /5 Susan Thompson: We have worked with Erik for 6 years or so. We immediately found him to be knowledgeable and kind. He takes the time to understand fully what our investment and long term goals are and provides a clear path for reaching those goals. His staff is top-notch as well and show equal compassion and assistance that Erik does. We are so appreciative to have met him initially at a college saving seminar at our son’s high school. He has helped us navigate that and other areas of our financial life. We recommend him at any given chance.

5 /5 Elise Grossman: My husband and I are so grateful to Erik for literally changing our lives. He helped us organize our finances and took the time to get to know us to be able to develop a financial plan that’s specific to our needs. He’s smart, hard-working, attentive and makes you feel like you’re his only client. We trust him implicitly and feel so lucky to have found the most wonderful financial adviser. - E. Grossman

5 /5 David Stone: Working with Erik Fischer and the rest of his team has been a great experience. Erik’s level of service gives me the utmost confidence in the financial decisions that we are making together. He continues to show us how to be prepared for our eventual retirement. Most importantly, he always provides us with different strategy options from which to choose, and backs up the planning concepts with modeling and with research.

5 /5 Eli Tucker: I have been working with Erik for about a decade on my financial planning and have gotten an exceptional amount of value from his work. He is a great strategist, putting together a foundation for financial growth and success that matches the goals of our family. He has given us security where we need it and flexibility where we want it. He has engineered a plan that allows us to maximize the efficiency of the money we earn with a risk profile we are comfortable with. I highly recommend Erik’s advisory services to an individual or family at any stage of life and have encouraged family and friends to work with him on a wide range of financial needs.