David Levy

Michael Fisher, CFP®

CEO

In 2019, Michael Fisher joined the Diversified team and brought with him over 16 years of financial industry experience. In his role as CEO, Michael will continuously focus on enhancing the world class services, experiences, and planning solutions that all Diversified lifelong clients receive. Michael’s industry experience includes expertise in product development, investment analysis, asset allocation, portfolio management, business acquisitions, and practice management. Throughout his career, Michael was part of a team that oversaw the management of over $15 Billion of client assets and consulted with hundreds of financial advisor practices. That experience leads to his view of Diversified as “One of the Best in the Country”.

Michael graduated from the University of Delaware with a BS in Finance and a minor in Economics. Continuing his industry education, Michael obtained his series 7, 24, and 66, along with property/casualty and health/life insurance licenses. In addition, Michael received the CERTIFIED FINANCIAL PLANNER™ designation.

Outside of Diversified, Michael’s number one passion is spending time with his family–his wife, Jennifer, and his two sons, Caleb and Jacob. Michael is a volunteer member of the KAU Little League Board of Directors and coaches multiple baseball teams, including the Kennett Knights travel baseball team and several youth basketball teams.

Michael and his family love spending time rooting for the Philadelphia Eagles, Phillies, & Sixers.

 

Phone: 302-765-3500
E-mail: Michael@lifelongadvisors.com

 

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