Fidler Financial is run by Christine Fidler, who has over 30 years of experience in financial services. She has worked in both Fortune 500 corporations and companies with less than 10 people. Prior employment includes being a Senior Vice President for Bank of America and a Master Tax Advisor for H&R Block.
Ms. Fidler has a B.S. in Economics from the Wharton School of the University of Pennsylvania, and a Master's degree in Business and Finance from Johns Hopkins University. She is a Chartered Financial Analyst (CFA) and, as an Enrolled Agent (EA), is admitted to practice before the Internal Revenue Service. Christine is also a Certified Financial Planner (CFP®).
Christine enjoys sharing her knowledge to help others achieve their personal and financial goals. She strives to provide first class service to all of her clients, including the following:
Working with them to understand their unique situation
As needed, educating them on investing, tax rules, etc.
Solving their problems (and not pitching products!)
Staying in touch in order to be sure that their needs are being served
Fidler Financial is located in downtown Ventura, California. Most of the company's clients are in Ventura and Santa Barbara Counties, but we also serve clients throughout California and the United States.