Helping Families Multiply, Manage, and Enjoy Wealth
Risk Management Solutions
Insurance Policy Analysis
Jim Fisher has provided over 40 years of financial & estate planning services for the business and professional communities. He earned his Chartered Life Underwriter designation (CLU) in 1975, the Chartered Financial Consultant designation (ChFC) in 1984, and his completed Masters Level certificates in Advance Estate Planning and Financial Counseling. He is a Registered Investment Advisor with CFIS, Inc. dba Trinity Financial Partners. He holds a Bachelor of Arts degree from Calvin College. Following college, he served as a Captain in the US Air Force (’66- ’70)
Jim has served as a member and past Chairman of the Pomona Valley Estate Planning Council, a lifetime member of the million Dollar Round Table, a member and past president of the Society of Financial Service Professionals, and as a member for over 30 years of the Pomona Valley Life Underwriters Association. He was also featured on the nationwide public television series, “Avoiding the Pitfalls in Your Estate Plan.”
Throughout his career, Jim has been serving in non-business related civic service. A few highlights include facilitator in Bible Study Fellowship (BSF), facilitator and counselor in the Larry Burkett Biblical Financial Concepts (now Crown Ministries) program, youth leader, deacon, elder and service on the board of multiple endowment funds. Jim currently is serving and participating in ministry at Water of Life Community Church – Upland Campus. Many of the above represent join services with his wife, Marcia, and all of the above were possible only through teamwork with his wife of 50 years.
Honor God in All We Do - This is not an affiliation with a particular denomination but a core belief that we are accountable to a higher authority. We are therefore responsible for doing the right thing even when no one is looking.
Honor and Respect the Family - We believe the family is the fundamental building block of a strong and healthy society. A good deal of our daily work relates to assisting successful people as they seek to create financial stability by planning for and implementing the legacy they will leave for both their family and the community at large.
Develop People - Our commitment to developing people flows from the two objectives above. We seek to help the members of our staff grow personally and professionally to reach their full potential. This also extends to the clients we serve as wells as outside professionals and strategic partners with whom we deal.
Pursue Excellence - We believe that excellence is a continual pursuit, not a destination. It is unsettledness with the status quo and requires a commitment to developing new and better ways to do what may already be working. Our industry and environment is dynamic. We need to anticipate, adapt and implement new systems, technologies, and capabilities to better serve you, our client.
Grow Profitably - Increased financial success is a means to enable us to accomplish our other goals and stand by the long-term promise of service to our clients. Ken Blanchard says, “Profit is the applause you get from taking care of your customers and creating a motivating environment for your people”. We believe this wholeheartedly and have seen it in action. We also believe that we have a responsibility of stewardship over our own resources.
James L. Fisher, CLU, ChFC
Kim Myers, CLU, ChFC, FLMI, AALU
Insurance Case Manager
Orlando Plascencia, MST
Megan Coffey, FSCP®
Agent, Life Insurance Case Manager Consultant