JAMES L. FISHER

JAMES L. FISHER

CLU, ChFC Principal
Investment Advisor Representative, Trinity Financial Partners

901 Via Piemonte, Suite 150
Ontario, CA 91764-4925

Phone: 909-481-4000
Fax: 909-481-4005
E-mail:

Mr. Fisher has provided over 35 years of financial & estate planning services for the business and professional communities. He has built strong working relationships with CPAs and attorneys who specialize in estate planning.

Mr. Fisher earned his CLU designation (Chartered Life Underwriter) in 1975, the ChFC (Chartered Financial Consultant) designation in 1984, and has completed Masters Level certificates in Advanced Estate Planning and Financial Counseling. He holds a Bachelor of Arts degree from Calvin College. He is an Investment Advisor Representative with CFIS, Inc. dba Trinity Financial Partners.

He has served as a member and past Chairman of the Pomona Valley Estate Planning Council, a lifetime and qualifying member of the Million Dollar Round Table, a member and past president of the American Society of CLU/ChFC's, and a member of the Pomona Valley Life Underwriters Association. Mr. Fisher was also featured on the nationwide public television series, "Avoiding The Pitfalls In Your Estate Plan."

For thirty five years, Mr. Fisher has filled various leadership positions within his local church. He has also served as advisor and treasurer for the Salem Christian Home Endowment Fund and as investment advisor for other local charitable foundations. He lives in Upland with his wife, Marcia. Together they have three children who, with their spouses, all attended Christian colleges.