Alec Fisher, CFP®, CPWA®, is a founding member of Natoma Wealth (previously known as The Ezzell-Conklin Group), and serves as Managing Director and Private Wealth Advisor. Alec is responsible for the creation of customized strategies to help clients achieve their goals by using a quantitative and qualitative approach to promote sustainability and preservation of wealth. The foundation of his financial planning process is derived from an intimate knowledge of a client’s core values, family dynamics and priorities.
With a propensity for learning, Alec's commitment to continual education shows by attaining: Certified Financial Planner® designation in 2013, Accredited Investment Fiduciary® designation in 2015, and Certified Private Wealth Advisor designation in 2017.
Alec was most recently recognized by Forbes' 2019 list of Best-In-State Wealth Advisors. He was also ranked on the Forbes America’s Top Next Generation Wealth Advisors for two years in a row (2017 & 2018).
Alec received his bachelor’s degree in Economics from the University of California, Davis. While enrolled at UC Davis, he met his wife, Hannah. They have four children; daughter, Amelia, and sons, Jack, Will, and Luke. As a busy family man Alec spends most of his free time with his family. When he gets the opportunity, his hobbies include; running, soccer, gardening, backpacking, craft-beer, snowboarding/skiing and woodworking. Alec is a proud second-generation Eagle Scout.