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Erik Fischer, CFP®

Office Location

5350 West Kennedy Blvd.
Tampa, FL 33609

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Erik was born and raised in Tampa, Florida and graduated from Berkeley Preparatory School in 2004. He went on to attend the University of Maryland where he studied business, held leadership positions in various student organizations, and worked part-time for the Washington Redskins. After receiving his undergraduate degree, Erik worked for Accenture Strategy for 6 years in Washington, D.C. and New York City before eventually moving into private practice.

Erik is a Certified Financial Planner ™ and serves as the Regional Vice President of The College Funding Coach® for Florida. His passion is taking a consultative, educational approach to provide families with the tools and solutions they need to successfully plan for their children’s college funding without sacrificing other major financial goals like retirement.

Erik, his wife Melanie, and their daughter Shayla live in Tampa, Florida. He serves on the Board of Directors for A Kid’s Place of Tampa Bay and the Florida Holocaust Museum Investment arm (HHH). He is also an Alumni Executive Committee member for Berkeley Preparatory School, a founding member of the Round of a Lifetime Foundation, and a member of Tampa Connections, class of 2018.

When he is not working, you can find Erik playing outside with Shayla, making plans with friends and family, listening to various podcasts, and watching documentaries.

Read Erik’s Blog Posts:

Seven-Part Series on How to Utilize Online Resources for College Planning

  1. How to Research Scholarships
  2. Utilizing the College Board Website for Research
  3. College Planning Alphabet Soup – FAFSA, CSS, EFC, COA
  4. Researching Student Loans
  5. How to Check Your Admissions Probability for College
  6. Endowments: Finding Out Where the Money Is
  7. Educating Yourself When It Comes to Paying for College

Or, read these informative stand-alone posts:

Are You Preparing for College, or Retirement?

5/29 only comes once a year but there are two types of 529 Plans!